💰 Economics & Finance

Markets, monetary policy, trading algorithms, digital currencies, inflation

JP Morgan boss warns of ‘consequences’ if Burnham taxes banks

Higher taxes on sector could threaten plan for £3bn headquarters in London, says Jamie Dimon Business live – latest updates The boss of JP Morgan, Jamie Dimon, has warned Andy Burnham against raising tax charges on banks, suggesting it could threaten plans to build its £3bn headquarters in London and drive investment away from Britain. The chief executive of the world’s biggest bank, who has a track record of criticising the UK’s bank tax surcharge , does not want to see the UK’s new prime minister targeting the banking industry to raise extra revenue. Continue reading...

More: Higher taxes on sector could threaten plan for £3bn headquarters in London, says Jamie Dimon Business live – latest updates The boss of JP Morgan, Jamie Dimon, has warned Andy Burnham against raising tax charges on banks, suggesting it could threaten plans to build its £3bn headquarters in London and drive investment away from Britain.
TL;DR: Higher taxes on sector could threaten plan for £3bn headquarters in London, says Jamie Dimon Business live – latest updates The boss of JP Morgan, Jamie Dimon, has warned Andy Burnham against raising tax charges on banks, suggesting it could threaten plans to build its £3bn headquarters in London and drive investment away from Britain.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Julius Baer earnings rebound on early turnaround signs

Zurich-based bank’s net profits more than double to SFr673mn

More: Julius Baer earnings rebound on early turnaround signs. Zurich-based bank’s net profits more than double to SFr673mn
TL;DR: Zurich-based bank’s net profits more than double to SFr673mn
Read original at Ft
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

UK employers cut job vacancies as Burnham aims to lift living standards

Unemployment holds steady at 4.9%, underlining the challenge facing the new prime minister Business live – latest updates Employers cut the number of job vacancies in May, according to official figures that highlight the UK’s “fragile” economic outlook amid the conflict in the Middle East. Job vacancies fell to 712,000 – almost half the level in 2022 – as employers put off hiring new staff in the three months to May, the Office for National Statistics said. Continue reading...

More: Unemployment holds steady at 4.9%, underlining the challenge facing the new prime minister Business live – latest updates Employers cut the number of job vacancies in May, according to official figures that highlight the UK’s “fragile” economic outlook amid the conflict in the Middle East.
TL;DR: Unemployment holds steady at 4.9%, underlining the challenge facing the new prime minister Business live – latest updates Employers cut the number of job vacancies in May, according to official figures that highlight the UK’s “fragile” economic outlook amid the conflict in the Middle East.
Read original at Theguardian
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

UK borrows less than expected in June in boost for Burnham

Figure of £16bn from ONS comes after new prime minister revealed plans to cut VAT on electricity bills Business live – latest updates The UK government borrowed less than expected in June, in a boost for Andy Burnham as he set out plans to cut VAT on household electricity bills and promised a new direction for the British economy. The Office for National Statistics (ONS) said public sector net borrowing – the difference between government spending and income – was £16bn last month, £7.9bn less than in June 2025. Continue reading...

More: Figure of £16bn from ONS comes after new prime minister revealed plans to cut VAT on electricity bills Business live – latest updates The UK government borrowed less than expected in June, in a boost for Andy Burnham as he set out plans to cut VAT on household electricity bills and promised a new direction for the British economy.
TL;DR: Figure of £16bn from ONS comes after new prime minister revealed plans to cut VAT on electricity bills Business live – latest updates The UK government borrowed less than expected in June, in a boost for Andy Burnham as he set out plans to cut VAT on household electricity bills and promised a new direction for the British economy.
Read original at Theguardian
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Burnham cuts VAT on household electricity bills; UK borrows less than expected in June – business live

Rolling coverage of the latest economic and financial news Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. New prime minister Andy Burnham has announced this morning that VAT will be cut from household electricity bills, as part of his plan to help with the cost of living. Westminster has not been working for people for too long, with families struggling with the cost of living. That needs to change. I said I wanted to give people breathing space, and that’s what I’m announcing on my second day as prime minister. Fiscal control is the first duty of any chancellor. It is mine. And fiscal credibility is the bedrock for economic stability and for national security, and you heard the prime minister this afternoon say, in this more dangerous world, we will meet our commitments on defence to our international allies… 7am BST: ONS Labour market figures and public finances Today: New PM Andy Burnham to announce cost of living measures Continue reading...

More: Burnham cuts VAT on household electricity bills; UK borrows less than expected in June – business live. New prime minister Andy Burnham has announced this morning that VAT will be cut from household electricity bills, as part of his plan to help with the cost of living. Westminster has not been working for people for too long, with families struggling with the cost of living.
TL;DR: Rolling coverage of the latest economic and financial news Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Linklaters partners handed record £2.5mn payday as Asia business booms

‘Magic circle’ law firm cites Hong Kong listings work and growth in US as it reports bumper payouts for top ranks

TL;DR: ‘Magic circle’ law firm cites Hong Kong listings work and growth in US as it reports bumper payouts for top ranks
Read original at Ft
Further reading: NBER PapersSSRNInvestopediaWikipedia

Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

Trader nicknamed ‘Tommy Chocolate’ argues bank’s rate-fixing investigation was stacked against him

More: Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset. Trader nicknamed ‘Tommy Chocolate’ argues bank’s rate-fixing investigation was stacked against him
TL;DR: Trader nicknamed ‘Tommy Chocolate’ argues bank’s rate-fixing investigation was stacked against him
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

US authorities probe Mark Walter’s insurance empire

Regulators and prosecutors are investigating the insurance-private capital nexus

More: US authorities probe Mark Walter’s insurance empire. Regulators and prosecutors are investigating the insurance-private capital nexus
TL;DR: Regulators and prosecutors are investigating the insurance-private capital nexus
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Gary Stevenson may have been Citi’s most profitable trader… in developed market foreign exchange

My testy exchange outside a London pub with a self-proclaimed currency trading legend

More: Gary Stevenson may have been Citi’s most profitable trader… in developed market foreign exchange. My testy exchange outside a London pub with a self-proclaimed currency trading legend
TL;DR: My testy exchange outside a London pub with a self-proclaimed currency trading legend
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Top American AI Execs Sound Alarm on Chinese Models

The White House is divided on how to respond to recent advances in Chinese AI and has weighed crackdown measures.

TL;DR: The White House is divided on how to respond to recent advances in Chinese AI and has weighed crackdown measures.
Read original at Wsj
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

JPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banks

Banking chief says any tax raid by new UK prime minister would threaten bank’s planned £3bn London office

More: JPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banks. Banking chief says any tax raid by new UK prime minister would threaten bank’s planned £3bn London office
TL;DR: Banking chief says any tax raid by new UK prime minister would threaten bank’s planned £3bn London office
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Why are gasoline prices rising faster than oil prices? Blame it on the ‘crack.’

The spread between the cost of barrels of gasoline and crude oil — known as the “crack spread” — has widened sharply.

More: Why are gasoline prices rising faster than oil prices? Blame it on the ‘crack.’. The spread between the cost of barrels of gasoline and crude oil — known as the “crack spread” — has widened sharply.
TL;DR: The spread between the cost of barrels of gasoline and crude oil — known as the “crack spread” — has widened sharply.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks

Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

More: Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks. Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.
TL;DR: Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

U.S. hits Canada with stiff new tariffs, escalating trade tensions

The Trump administration on Monday said it would slap 50% tariffs on some goods imported from Canada, in an effort to end what it sees as discriminatory trade practices by Ottawa against the U.S. automobile, dairy and alcohol industries.

TL;DR: The Trump administration on Monday said it would slap 50% tariffs on some goods imported from Canada, in an effort to end what it sees as discriminatory trade practices by Ottawa against the U.S.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues

Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday.

More: Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues. Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday.
TL;DR: Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Donald Trump to impose 50% tariff on most Canadian goods, White House says

Turmoil likely as Trump officials say Canada unfairly discriminated against US autos, alcohol and dairy products Donald Trump is imposing 50% tariffs on most Canadian goods, White House officials said on Monday, declaring Canada has unfairly discriminated against American autos, alcohol and dairy products. The move could unleash a new wave of economic chaos, with risks of higher inflation and further fraying of relations between two nations that had been closely woven together before Trump’s return to the White House. Continue reading...

More: Turmoil likely as Trump officials say Canada unfairly discriminated against US autos, alcohol and dairy products Donald Trump is imposing 50% tariffs on most Canadian goods, White House officials said on Monday, declaring Canada has unfairly discriminated against American autos, alcohol and dairy products.
TL;DR: Turmoil likely as Trump officials say Canada unfairly discriminated against US autos, alcohol and dairy products Donald Trump is imposing 50% tariffs on most Canadian goods, White House officials said on Monday, declaring Canada has unfairly discriminated against American autos, alcohol and dairy products.
Read original at Theguardian
Further reading: SSRNNBER PapersInvestopediaWikipedia

Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish

A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector.

TL;DR: A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Wall Street’s AI divide: Inside the bull and bear cases for what comes next for the stock market

Three years into the AI trade, Wall Street is no closer to agreeing about whether it’s a bubble, how much longer it can keep going or what might ultimately end it.

TL;DR: Three years into the AI trade, Wall Street is no closer to agreeing about whether it’s a bubble, how much longer it can keep going or what might ultimately end it.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

SpaceX gave investors intense FOMO. Now the decade’s hottest IPO represents a brutal reality check.

The hidden danger of chasing hyped initial public offerings? Skipping the fine print.

More: The hidden danger of chasing hyped initial public offerings? Skipping the fine print.
TL;DR: The hidden danger of chasing hyped initial public offerings?
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

U.S.-Iran Tensions Jostle Markets

Plus, China’s AI advances worry U.S. officials, and the big contracts propping up the AI boom may not be sure things.

More: U.S.-Iran Tensions Jostle Markets. Plus, China’s AI advances worry U.S. officials, and the big contracts propping up the AI boom may not be sure things.
TL;DR: Plus, China’s AI advances worry U.S.
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Merger deal between Paramount and Warner Bros paused by judge

A US federal judge has temporarily blocked the proposed $110bn (£85bn) merger between media giants Paramount Skydance and Warner Bros Discovery.

More: A US federal judge has temporarily blocked the proposed $110bn (£85bn) merger between media giants Paramount Skydance and Warner Bros Discovery. The decision follows a lawsuit brought by a coalition of 12 US states , including California and New York, aiming to halt the deal over concerns it would stifle competition and raise consumer prices.
TL;DR: US court temporarily stops Paramount and Warner Bros merging after 12 states launched legal action.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Takeover deal feared in Hollywood is paused

A judge has ordered a temporary halt to the takeover of Warner Bros Discovery (WBD) by Paramount Skydance, as several US states move to block the deal.

TL;DR: A judge has ordered a temporary halt to the takeover of Warner Bros Discovery (WBD) by Paramount Skydance, as several US states move to block the deal.
Read original at News
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Agent swarms and the new model economics

Earlier this year, we ran experiments to test the limits of scaling agents to cooperate toward a goal. Our hypothesis was that this would unlock a new tier of task scale and complexity.

More: Agent swarms and the new model economics. The new swarm did better in every model configuration. In some runs, one model handled everything while in others, a frontier model planned while a fast, inexpensive model carried out the work.
TL;DR: Earlier this year, we ran experiments to test the limits of scaling agents to cooperate toward a goal.
Read original at Cursor
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Tesla investors share their most burning questions ahead of earnings

“What is keeping Tesla back from accomplishing these short-term goals that they’ve set for themselves?” one investor asked.

TL;DR: “What is keeping Tesla back from accomplishing these short-term goals that they’ve set for themselves?” one investor asked.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

AMD’s stock climbs, and a new Microsoft deal is only part of the reason

Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week.

TL;DR: Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Is your index fund an accidental bet on AI? These two massive ETFs show why it might be.

South Korean stocks weren’t a big deal in emerging-markets funds. Artificial intelligence changed that.

More: South Korean stocks weren’t a big deal in emerging-markets funds. Artificial intelligence changed that.
TL;DR: South Korean stocks weren’t a big deal in emerging-markets funds.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past

Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says.

More: As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past. Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says.
TL;DR: Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Burnham has big ideas - but what will they cost?

Every tricky decision and trade off is being watched by the country and the markets at the same time

More: Burnham has big ideas - but what will they cost?. Every tricky decision and trade off is being watched by the country and the markets at the same time
TL;DR: Every tricky decision and trade off is being watched by the country and the markets at the same time
Read original at Bbc
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

SpaceX flirts with a further descent down the market-cap ranks

SpaceX has lost more than $1 trillion in market value since its peak, briefly landing it below Meta on the market-cap leaderboards.

TL;DR: SpaceX has lost more than $1 trillion in market value since its peak, briefly landing it below Meta on the market-cap leaderboards.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Iren’s stock surges as the neocloud lands $2.8 billion worth of new deals

The AI infrastructure provider is easing anxiety over high data-center build-out costs as it secures new customers and prepayments for chips.

TL;DR: The AI infrastructure provider is easing anxiety over high data-center build-out costs as it secures new customers and prepayments for chips.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.

The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.

More: Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.. The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.
TL;DR: The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

As the battle for AI supremacy intensifies, Trump White House reportedly contemplates a ban on Chinese models

Not only do Chinese models perform many of the same tasks for a fraction of the cost of U.S. versions, their prospective flotations may dilute the appetite for mega-IPOs like Anthropic and OpenAI.

More: As the battle for AI supremacy intensifies, Trump White House reportedly contemplates a ban on Chinese models. Not only do Chinese models perform many of the same tasks for a fraction of the cost of U.S. versions, their prospective flotations may dilute the appetite for mega-IPOs like Anthropic and OpenAI.
TL;DR: Not only do Chinese models perform many of the same tasks for a fraction of the cost of U.S.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Domino’s shares jump as franchise store operators spend more on ingredients

The pizza chain’s stock jumped about 7% in premarket trading after revenue was around 2.5% higher than analysts’ estimates for the second quarter.

TL;DR: The pizza chain’s stock jumped about 7% in premarket trading after revenue was around 2.5% higher than analysts’ estimates for the second quarter.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

TG Jones owner Modella weighs tilt at Harvey Nichols

The prolific retail investor, which last month won approval for a deal to avert the collapse of WHSmith's former high street arm, is weighing a bid for Harvey Nichols, the upmarket department store chain.

TL;DR: The prolific retail investor, which last month won approval for a deal to avert the collapse of WHSmith's former high street arm, is weighing a bid for Harvey Nichols, the upmarket department store chain.
Read original at News
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Scared of the AI trade? Here are three investment themes instead, says Goldman Sachs

Semiconductors have fallen into a bear market, prompting some investors to look elsewhere

More: Scared of the AI trade? Here are three investment themes instead, says Goldman Sachs. Semiconductors have fallen into a bear market, prompting some investors to look elsewhere
TL;DR: Semiconductors have fallen into a bear market, prompting some investors to look elsewhere
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Why it’s time to retire the Magnificent Seven as a stock-market talking point, say these strategists

Magnificent Seven as a group is underperforming the broader market this year, but strategists at Citi argue it’s no longer a grouping that even makes sense to think about it.

TL;DR: Magnificent Seven as a group is underperforming the broader market this year, but strategists at Citi argue it’s no longer a grouping that even makes sense to think about it.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.

JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026.

More: Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.. JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026.
TL;DR: JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

If history is a guide, there’s still another week before earnings will start to move the stock market

The S&P 500 is primed to climb during the third, fourth and fifth weeks of the financial reporting period, according to Jefferies.

More: If history is a guide, there’s still another week before earnings will start to move the stock market. The S&P 500 is primed to climb during the third, fourth and fifth weeks of the financial reporting period, according to Jefferies.
TL;DR: The S&P 500 is primed to climb during the third, fourth and fifth weeks of the financial reporting period, according to Jefferies.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Ryanair profits tumble as jet fuel costs soar

Ryanair's profits have fallen sharply as war in the Middle East sent jet fuel prices soaring and customers reluctant to book flights.

More: Ryanair's profits have fallen sharply as war in the Middle East sent jet fuel prices soaring and customers reluctant to book flights. Brent crude, the global benchmark for oil prices, rose by 2.5% on Monday. Looking ahead, Ryanair said its fares for the key summer period between July and September are "trending modestly down" on the same period last year.
TL;DR: The Irish airline.has also cut fares after customers were reluctant to fly as the Iran war continued
Read original at Bbc
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Paris and Berlin set year-end deadline for options to reform EU’s diplomatic arm

Also in this newsletter: EU’s biggest economies call for lighter bank rules

More: Paris and Berlin set year-end deadline for options to reform EU’s diplomatic arm. Also in this newsletter: EU’s biggest economies call for lighter bank rules
TL;DR: Also in this newsletter: EU’s biggest economies call for lighter bank rules
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Trump Media’s pitched fee for early access to posts

Plus, St James’s Place adviser exodus and American Photographs at the V&A London

More: Trump Media’s pitched fee for early access to posts. Plus, St James’s Place adviser exodus and American Photographs at the V&A London
TL;DR: Plus, St James’s Place adviser exodus and American Photographs at the V&A London
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

UK pension insurers raise exposure to opaque private credit

S&P warns on hard-to-price private assets that make up more than 10% of portfolios at L&G, Standard Life and Just Group

TL;DR: S&P warns on hard-to-price private assets that make up more than 10% of portfolios at L&G, Standard Life and Just Group
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Morgan Stanley becomes Wall Street’s top bank for AI debt deals

Big Tech-backed financing has cut borrowing costs but deepened industry’s AI exposure

More: Morgan Stanley becomes Wall Street’s top bank for AI debt deals. Big Tech-backed financing has cut borrowing costs but deepened industry’s AI exposure
TL;DR: Big Tech-backed financing has cut borrowing costs but deepened industry’s AI exposure
Read original at Ft
Further reading: SSRNFederal ReserveKhan Academy EconomicsWikipedia

Oil prices surge, stock futures dip as fighting between U.S. and Iran intensifies

Oil prices rose while U.S stock-index futures were little changed on Sunday, amid an escalation of fighting in the Middle East and as investors await key tech earnings this week.

TL;DR: Oil prices rose while U.S stock-index futures were little changed on Sunday, amid an escalation of fighting in the Middle East and as investors await key tech earnings this week.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

The Guardian view on pubs: football gave them a boost – now they need another | Editorial

Communal spaces where people can share big moments are a vital part of our shared life “People can’t get enough of football fever,” a pub landlord, Sam Hale, told the Guardian last week. The World Cup provided the UK’s struggling hospitality industry with a much-needed boost, with pubs benefiting from extended opening hours and one estimate suggesting that an extra 5.5m pints were sold in the group stages alone. The tournament lifted customers’ spirits too – even if it ended in disappointment for England and Scotland fans – as millions of people relished the communal spectacle. These sociable few weeks could not have come at a better time for pubs, which are closing at a rate of two a day , with about 2,000 gone since 2020. This reflects a long-term trend away from going out, combined with pressures from rising costs including energy bills, business rates, wages and national insurance contributions. The hope in the sector, and among its advocates, is that the temporary uplift of the past few weeks will focus minds on the importance of venues, including pubs, in promoting social cohesion and “ watercooler moments ”. Continue reading...

More: The Guardian view on pubs: football gave them a boost – now they need another | Editorial. The World Cup provided the UK’s struggling hospitality industry with a much-needed boost, with pubs benefiting from extended opening hours and one estimate suggesting that an extra 5.5m pints were sold in the group stages alone.
TL;DR: Communal spaces where people can share big moments are a vital part of our shared life “People can’t get enough of football fever,” a pub landlord, Sam Hale, told the Guardian last week.
Read original at Theguardian
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

U.S.-Iran Fighting Escalates

Plus, the CIA operative who helped the U.A.E. score an AI win, and Lionel Messi’s history with Spain.

More: U.S.-Iran Fighting Escalates. Plus, the CIA operative who helped the U.A.E. score an AI win, and Lionel Messi’s history with Spain.
TL;DR: Plus, the CIA operative who helped the U.A.E.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Opinion | Chinese Election Interference? What About TikTok?

Trump flip-flopped from trying to ban the site in 2020 to giving it a reprieve from the law last year.

TL;DR: Trump flip-flopped from trying to ban the site in 2020 to giving it a reprieve from the law last year.
Read original at Wsj
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Why a modest US interest rate rise won’t change much for most businesses

Rates may rise, but don’t be too concerned – a small increase is unlikely to change major decisions on investment or hiring With the appointment of a new Federal Reserve chair, the latest concern is that interest rates will go up in the next few months. That decision will depend on many factors, including inflation , jobs and the economy’s overall growth. But when that happens, watch out! The media will go nuts and the president will go ballistic. Everyone treats every Fed meeting as an economic earthquake. But for most small businesses, it isn’t. A 25-basis-point increase doesn’t meaningfully change borrowing costs for most established businesses. In fact, it changes nothing at all. Continue reading...

More: Why a modest US interest rate rise won’t change much for most businesses. That decision will depend on many factors, including inflation , jobs and the economy’s overall growth. A 25-basis-point increase doesn’t meaningfully change borrowing costs for most established businesses.
TL;DR: Rates may rise, but don’t be too concerned – a small increase is unlikely to change major decisions on investment or hiring With the appointment of a new Federal Reserve chair, the latest concern is that interest rates will go up in the next few months.
Read original at Theguardian
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Big Blue Blues

Plus, what happens when you give an AI agent access to your passwords, tech executives fear for their lives amid AI backlash, how not to charge your phone, and more.

TL;DR: Plus, what happens when you give an AI agent access to your passwords, tech executives fear for their lives amid AI backlash, how not to charge your phone, and more.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Under-fire pollster YouGov eyes Levings as next boss

A former boss of the market research firm Kantar's operations in the Americas has been shortlisted to become the next chief executive of YouGov, the under-fire London-listed polling firm.

TL;DR: A former boss of the market research firm Kantar's operations in the Americas has been shortlisted to become the next chief executive of YouGov, the under-fire London-listed polling firm.
Read original at News
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Can the ‘Magnificent Seven’ save a stock market that might be doomed without them?

Apple, Amazon, Nvidia and peers are quietly coming back to life, and that could easily jolt this sleepy stock market back into gear.

TL;DR: Apple, Amazon, Nvidia and peers are quietly coming back to life, and that could easily jolt this sleepy stock market back into gear.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Are money and soft power draining World Cup football of its magic? | Richard Partington

Fifa’s orchestration of incompatible or frankly absurd corporate sponsorship suggests the balance may have tipped too far It’s almost all over. No more hydration breaks, no more obligatory pans of the TV cameras to Hollywood A-listers, or dread of the crushing inevitability of English disappointment. The FIFA World Cup 2026 is at an end, after another month of planet-straddling drama laced with significance and symbolism, both on and off the pitch. Before the kick-off between Spain and Argentina on Sunday evening, the result is already clear: football’s greatest prize is more than a sporting event; it is a geopolitically charged economic juggernaut. Continue reading...

More: Are money and soft power draining World Cup football of its magic? The FIFA World Cup 2026 is at an end, after another month of planet-straddling drama laced with significance and symbolism, both on and off the pitch.
TL;DR: Fifa’s orchestration of incompatible or frankly absurd corporate sponsorship suggests the balance may have tipped too far It’s almost all over.
Read original at Theguardian
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Restoring Britain’s health to 2014 levels could add 2% to GDP, thinktank says

Health Foundation paper argues health is an economic asset and improving it could generate £72bn for public finances Restoring the deteriorating health of the UK’s population to the level of 2014 would boost GDP by 2% and generate a £72bn dividend for the public finances, research suggests. A paper by the Health Foundation thinktank , published on Sunday, argues the nation’s health should be valued by policymakers as an economic asset. Continue reading...

More: Health Foundation paper argues health is an economic asset and improving it could generate £72bn for public finances Restoring the deteriorating health of the UK’s population to the level of 2014 would boost GDP by 2% and generate a £72bn dividend for the public finances, research suggests.
TL;DR: Health Foundation paper argues health is an economic asset and improving it could generate £72bn for public finances Restoring the deteriorating health of the UK’s population to the level of 2014 would boost GDP by 2% and generate a £72bn dividend for the public finances, research suggests.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

GameStop extends pursuit of eBay despite Wall Street scepticism

Video game retailer doubles stake in online marketplace as chief executive Ryan Cohen presses ahead with quixotic deal

TL;DR: Video game retailer doubles stake in online marketplace as chief executive Ryan Cohen presses ahead with quixotic deal
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

‘Good growth in every postcode’: Burnham’s economic to-do list in seven charts

From industrial strategy and defence to housing and living costs, we lay out the challenges facing the new PM Andy Burnham becomes prime minister as Britain contends with a series of global economic shocks and years of weak growth in living standards, fuelled by underinvestment and deep regional divisions. Before his arrival in Downing Street, the Labour leader pledged to deliver “ good growth in every postcode ” by transferring power from Westminster to local communities. But with the public finances under pressure, and time running out before the next general election, the task is not straightforward. Continue reading...

More: ‘Good growth in every postcode’: Burnham’s economic to-do list in seven charts. Before his arrival in Downing Street, the Labour leader pledged to deliver “ good growth in every postcode ” by transferring power from Westminster to local communities.
TL;DR: From industrial strategy and defence to housing and living costs, we lay out the challenges facing the new PM Andy Burnham becomes prime minister as Britain contends with a series of global economic shocks and years of weak growth in living standards, fuelled by underinvestment and deep regional divisions.
Read original at Theguardian
Further reading: SSRNNBER PapersInvestopediaWikipedia

Singapore weighs hedge fund tax cuts to rival Hong Kong

City-state frets over portfolio managers relocating to Chinese territory

More: Singapore weighs hedge fund tax cuts to rival Hong Kong. City-state frets over portfolio managers relocating to Chinese territory
TL;DR: City-state frets over portfolio managers relocating to Chinese territory
Read original at Ft
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Forget gasoline: Why the price surge in this under-the-radar fuel is the real threat to the U.S. economy

As investors fret about gasoline, diesel prices have been rising and are threatening to cause even more economic destruction.

More: Forget gasoline: Why the price surge in this under-the-radar fuel is the real threat to the U.S. As investors fret about gasoline, diesel prices have been rising and are threatening to cause even more economic destruction.
TL;DR: As investors fret about gasoline, diesel prices have been rising and are threatening to cause even more economic destruction.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Will the Fed hike interest rates this month?

Kevin Warsh’s testimony to Congress “offered some heat but not a lot of new light” on the outlook for interest rates, one economist said.

TL;DR: Kevin Warsh’s testimony to Congress “offered some heat but not a lot of new light” on the outlook for interest rates, one economist said.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Trump has normalized crypto. Is it the path to the next financial collapse? | Eduardo Porter

Cheerleading by the president, who made $1.2bn last year off uninsured currency, does not bode well for US economy The scale of the graft is decidedly off the charts, but the revelation that Donald Trump raked in a personal fortune of $2.2bn during his first year in office should come as no surprise. The president didn’t even try to hide his venality. Not only did he refuse to sell businesses and put assets in a blind trust, as other presidents have done to limit opportunities for self-dealing; the quid pro quos with foreign governments and assorted magnates were exposed for all to see. It is troubling that the president of the United States would so nonchalantly deploy his official powers to profit from dealings with money launderers and Middle Eastern princes . It is perhaps more so that the supposedly robust checks and balances upholding American governance proved powerless to stop him. (Here’s waiting for the supreme court to define Trump’s dealings as “ official acts ” in order to exonerate him.) Continue reading...

More: Trump has normalized crypto. It is troubling that the president of the United States would so nonchalantly deploy his official powers to profit from dealings with money launderers and Middle Eastern princes . (Here’s waiting for the supreme court to define Trump’s dealings as “ official acts ” in order to exonerate him.) Continue reading...
TL;DR: Cheerleading by the president, who made $1.2bn last year off uninsured currency, does not bode well for US economy The scale of the graft is decidedly off the charts, but the revelation that Donald Trump raked in a personal fortune of $2.2bn during his first year in office should come as no surprise.
Read original at Theguardian
Further reading: SSRNNBER PapersInvestopediaWikipedia

Rural residents back heating oil protection plan

Families living in rural parts of the West Midlands have welcomed a recommendation to bring protections for heating oil customers in line with those connected to the grid.

More: Families living in rural parts of the West Midlands have welcomed a recommendation to bring protections for heating oil customers in line with those connected to the grid. It follows the cost of heating oil almost doubling for many after the start of the United States-Israel war with Iran in February, with average retail prices peaking 92% higher than normal.
TL;DR: Households reliant on heating oil as a fuel source say better regulation of pricing is needed.
Read original at Bbc
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Asia AI bets power record equities run for Wall Street banks

Investments in semiconductors fuel growth in regional revenues for US banks

More: Asia AI bets power record equities run for Wall Street banks. Investments in semiconductors fuel growth in regional revenues for US banks
TL;DR: Investments in semiconductors fuel growth in regional revenues for US banks
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Does your financial relationship with your partner need a reset? 

A good financial planning session can sometimes feel like couples counselling

More: Does your financial relationship with your partner need a reset? . A good financial planning session can sometimes feel like couples counselling
TL;DR: A good financial planning session can sometimes feel like couples counselling
Read original at Ft
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

The Investors With a New Way to Win in Silicon Valley

How venture-capital firms are rewriting the rules in a once-in-a-lifetime IPO boom

More: The Investors With a New Way to Win in Silicon Valley. How venture-capital firms are rewriting the rules in a once-in-a-lifetime IPO boom
TL;DR: How venture-capital firms are rewriting the rules in a once-in-a-lifetime IPO boom
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

The World Cup–winning side will make $50 million — and the IRS gets a cut

“It doesn’t make a difference who wins the game. The IRS will get a piece.”

More: The World Cup–winning side will make $50 million — and the IRS gets a cut. “It doesn’t make a difference who wins the game. The IRS will get a piece.”
TL;DR: “It doesn’t make a difference who wins the game.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

The average stock is having a moment as semiconductors struggle. It’s a sign of a healthy market.

It has been a good week to be average on Wall Street.

More: The average stock is having a moment as semiconductors struggle. It’s a sign of a healthy market.. It has been a good week to be average on Wall Street.
TL;DR: It has been a good week to be average on Wall Street.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

How your winning stock-index fund can turn on a dime

Also in Weekend Reads: The changing bond market, housing-market opportunities and advice from the Moneyist.

More: How your winning stock-index fund can turn on a dime. Also in Weekend Reads: The changing bond market, housing-market opportunities and advice from the Moneyist.
TL;DR: Also in Weekend Reads: The changing bond market, housing-market opportunities and advice from the Moneyist.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Meet the Companies Shelling Out for Top AI Models

Despite steep and rising price tags, some companies heavily favor the more powerful ‘frontier’ AI systems over cheaper alternatives.

TL;DR: Despite steep and rising price tags, some companies heavily favor the more powerful ‘frontier’ AI systems over cheaper alternatives.
Read original at Wsj
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Chip stocks enter bear-market territory. A BofA analyst says not to panic.

The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.

More: Chip stocks enter bear-market territory. A BofA analyst says not to panic.. The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.
TL;DR: The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

SpaceX in Talks to Provide Computing Power for Pentagon’s AI Push

The two sides are discussing an arrangement in which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, people familiar with the matter said.

TL;DR: The two sides are discussing an arrangement in which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, people familiar with the matter said.
Read original at Wsj
Further reading: NBER PapersSSRNInvestopediaWikipedia

Here’s the net worth you need to start getting ahead in your 20s, 30s, 40s and beyond in the U.S.

About three-fourths of Americans lack the wealth needed to prosper in today’s economy, according to a new benchmark developed by the Aspen Institute.

More: Here’s the net worth you need to start getting ahead in your 20s, 30s, 40s and beyond in the U.S.. About three-fourths of Americans lack the wealth needed to prosper in today’s economy, according to a new benchmark developed by the Aspen Institute.
TL;DR: About three-fourths of Americans lack the wealth needed to prosper in today’s economy, according to a new benchmark developed by the Aspen Institute.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

SpaceX and the myth of independent Wall St research

Buy recommendations from IPO banks underscore the limits of post-dotcom reforms

More: SpaceX and the myth of independent Wall St research. Buy recommendations from IPO banks underscore the limits of post-dotcom reforms
TL;DR: Buy recommendations from IPO banks underscore the limits of post-dotcom reforms
Read original at Ft
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Bond yields are sending a new signal about Fed rate hikes

The benchmark 10-year Treasury is looking like a safety play during a sharp unwind in chip stocks

More: Bond yields are sending a new signal about Fed rate hikes. The benchmark 10-year Treasury is looking like a safety play during a sharp unwind in chip stocks
TL;DR: The benchmark 10-year Treasury is looking like a safety play during a sharp unwind in chip stocks
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

EchoStar’s stock has fallen alongside SpaceX’s — but it may now be worth another look

EchoStar’s stock has for months been seen as a way to more cheaply get exposure to SpaceX.

More: EchoStar’s stock has fallen alongside SpaceX’s — but it may now be worth another look. EchoStar’s stock has for months been seen as a way to more cheaply get exposure to SpaceX.
TL;DR: EchoStar’s stock has for months been seen as a way to more cheaply get exposure to SpaceX.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Iran war hasn’t hurt the U.S. economy too badly — but the danger isn’t over yet

The two main pillars of the economy — consumer spending and business investment — appear to have shrugged off early angst arising from Iran tensions.

More: Iran war hasn’t hurt the U.S. economy too badly — but the danger isn’t over yet. The two main pillars of the economy — consumer spending and business investment — appear to have shrugged off early angst arising from Iran tensions.
TL;DR: The two main pillars of the economy — consumer spending and business investment — appear to have shrugged off early angst arising from Iran tensions.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Why Trump’s speech on U.S. elections could be bad for markets

The president focused in part on accusing China of “sinister election meddling” in 2020.

More: Why Trump’s speech on U.S. elections could be bad for markets. The president focused in part on accusing China of “sinister election meddling” in 2020.
TL;DR: The president focused in part on accusing China of “sinister election meddling” in 2020.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Apple’s stock is beating the S&P 500 by a remarkable degree — and it may have more room to run

Apple was once seen as behind the curve in AI, but now it’s getting more respect for its strategic choices.

More: Apple’s stock is beating the S&P 500 by a remarkable degree — and it may have more room to run. Apple was once seen as behind the curve in AI, but now it’s getting more respect for its strategic choices.
TL;DR: Apple was once seen as behind the curve in AI, but now it’s getting more respect for its strategic choices.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

18 tech stocks that have fallen at least 30% during July

Seven of the worst performers for the month were still up by triple digits for 2026.

More: 18 tech stocks that have fallen at least 30% during July. Seven of the worst performers for the month were still up by triple digits for 2026.
TL;DR: Seven of the worst performers for the month were still up by triple digits for 2026.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

What it’s like to get end-of-life financial advice from a CFP who’s also a death doula

A dire diagnosis will upend your financial plan, but you can set it right again.

More: What it’s like to get end-of-life financial advice from a CFP who’s also a death doula. A dire diagnosis will upend your financial plan, but you can set it right again.
TL;DR: A dire diagnosis will upend your financial plan, but you can set it right again.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Why are UK fuel prices rising again?

495 Comments Updated 9 minutes ago UK fuel prices are going up again after the collapse of peace talks to end the US-Israel war with Iran.

More: Since the war began, the price of a barrel of Brent crude – the global benchmark for wholesale oil prices – has been very volatile. Before the conflict, Brent was about $70 a barrel, but the conflict saw it peak at above $120. According to the RAC, the average price of petrol reached an Iran war peak of 159.
TL;DR: UK fuel prices are going up again after the collapse of peace talks to end the US-Israel war with Iran.
Read original at Bbc
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Apple Overthrows Nvidia to Reclaim Wall Street’s Crown

The iPhone maker became the U.S.’s most valuable publicly traded company as investors are shifting focus from hardware supply to consumer execution.

TL;DR: The iPhone maker became the U.S.’s most valuable publicly traded company as investors are shifting focus from hardware supply to consumer execution.
Read original at Wsj
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

End of an era for this long-term bond bull as inflation takes hold and yields trend higher

For more than three decades, Hoisington Investment Management and its chief economist Lacy Hunt have been bullish on bonds. But now their opinion has changed.

More: End of an era for this long-term bond bull as inflation takes hold and yields trend higher. For more than three decades, Hoisington Investment Management and its chief economist Lacy Hunt have been bullish on bonds. But now their opinion has changed.
TL;DR: For more than three decades, Hoisington Investment Management and its chief economist Lacy Hunt have been bullish on bonds.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Netflix is paying up for costly sports rights. Is the company making the right bets?

The streaming service says live programming helps draw in new subscribers, but investors have become disillusioned with Netflix’s broader engagement trends.

TL;DR: The streaming service says live programming helps draw in new subscribers, but investors have become disillusioned with Netflix’s broader engagement trends.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Oil prices are up 13% in a week — and could head for more than $100 a barrel

West Texas Intermediate and Brent crude both saw their largest one-week percentage gains in months.

More: Oil prices are up 13% in a week — and could head for more than $100 a barrel. West Texas Intermediate and Brent crude both saw their largest one-week percentage gains in months.
TL;DR: West Texas Intermediate and Brent crude both saw their largest one-week percentage gains in months.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

The market may be headed for a 40% correction, warns this wealth manager. He flags bargains in overlooked stocks.

Ted Oakley of Oxbow Advisors sees a market that is “not normal,” with investors locked into the S&P 500 that is not giving them a diversified portfolio.

More: The market may be headed for a 40% correction, warns this wealth manager. He flags bargains in overlooked stocks.. Ted Oakley of Oxbow Advisors sees a market that is “not normal,” with investors locked into the S&P 500 that is not giving them a diversified portfolio.
TL;DR: Ted Oakley of Oxbow Advisors sees a market that is “not normal,” with investors locked into the S&P 500 that is not giving them a diversified portfolio.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

Ranch dressing and stuffed raccoons: Some of the World Cup’s biggest winners as Spain and Argentina face off in the final

As the World Cup wraps up, the off-field battle for eyeballs, ad dollars and viral fame has already crowned some champions

More: Ranch dressing and stuffed raccoons: Some of the World Cup’s biggest winners as Spain and Argentina face off in the final. As the World Cup wraps up, the off-field battle for eyeballs, ad dollars and viral fame has already crowned some champions
TL;DR: As the World Cup wraps up, the off-field battle for eyeballs, ad dollars and viral fame has already crowned some champions
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

As semiconductor stocks slump, one AI-adjacent sector is thriving — and these are the stocks to buy

Another way to exploit the AI evolution is available for investors

More: As semiconductor stocks slump, one AI-adjacent sector is thriving — and these are the stocks to buy. Another way to exploit the AI evolution is available for investors
TL;DR: Another way to exploit the AI evolution is available for investors
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

What happens after the Bank of England has declared balance-sheet victory?

Then £59 per month. Complete digital access to quality FT journalism on any device. Cancel or change your plan anytime during your trial.

More: What happens after the Bank of England has declared balance-sheet victory?. Pay a year upfront and save 20% Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
TL;DR: Complete digital access to quality FT journalism on any device.
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

SpaceX postponed a crucial launch — now its stock is set to slide even further below the IPO price

Shares in SpaceX declined about 4% in premarket trading on Friday after aborted mission.

More: SpaceX postponed a crucial launch — now its stock is set to slide even further below the IPO price. Shares in SpaceX declined about 4% in premarket trading on Friday after aborted mission.
TL;DR: Shares in SpaceX declined about 4% in premarket trading on Friday after aborted mission.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

Retail investors had been outperforming the market since May. Not any more.

Retail investors had a pretty strong two-month stretch when they were outperforming the broader market by as much as 10 percentage points.

TL;DR: Retail investors had a pretty strong two-month stretch when they were outperforming the broader market by as much as 10 percentage points.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Bad week for ‘the ants’ as ripple effects of Korean crash spread out across Asia

It was a bad week for “the ants,” as South Korea’s army of retail traders are known colloquially. 1.2 million of them were clobbered with margin calls. That’s more than 3% of the country’s adult population, illustrating the feverish extent of stock market speculation and the danger of leverage.

More: Bad week for ‘the ants’ as ripple effects of Korean crash spread out across Asia. 1.2 million of them were clobbered with margin calls. That’s more than 3% of the country’s adult population, illustrating the feverish extent of stock market speculation and the danger of leverage.
TL;DR: It was a bad week for “the ants,” as South Korea’s army of retail traders are known colloquially.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

EQT boosted by strong fundraising momentum and earnings growth

Shares rally 13% as private equity group’s fee-generating assets under management beat expectations

More: EQT boosted by strong fundraising momentum and earnings growth. Shares rally 13% as private equity group’s fee-generating assets under management beat expectations
TL;DR: Shares rally 13% as private equity group’s fee-generating assets under management beat expectations
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Trump Media to sell instant access to 'market-moving' social posts

Home News US & Canada UK UK Politics England N. Ireland N. Ireland Politics Scotland Scotland Politics Wales Wales Politics Africa Asia China India Australia Europe Latin America Middle East In Pictu…

More: Trump Media to sell instant access to 'market-moving' social posts. Home News US & Canada UK UK Politics England N. Ireland Politics Scotland Scotland Politics Wales Wales Politics Africa Asia China India Australia Europe Latin America Middle East In Pictures BBC InDepth BBC Verify Football 2026 Sport Business World of Business Technology of Business NYSE Opening Bell Technolo…
TL;DR: Home News US & Canada UK UK Politics England N.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Five headaches Andy Burnham will have to deal with as PM

1085 Comments When Andy Burnham enters No 10 Downing Street, he will inherit some formidable and complex problems that successive prime ministers and governments have attempted to address - mostly wi…

More: The cost of sickness and disability benefits for people of working age has grown rapidly since the Covid pandemic and now stands at around £58bn a year , external . The number of people claiming Pip is forecast to rise from four million today, to five million by 2030 , external .
TL;DR: From defence spending to housing - the next UK leader has a series of challenges to deal with.
Read original at Bbc
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The mega-IPO glut comes with a containment problem

Never let your left hand know what your right hand is doing

More: The mega-IPO glut comes with a containment problem. Never let your left hand know what your right hand is doing
TL;DR: Never let your left hand know what your right hand is doing
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

China’s Moonshot AI Releases Model to Challenge Top U.S. Systems

The company says its model outperforms some cutting-edge U.S. systems, the latest sign that Chinese labs can rival American counterparts in critical technology frontiers.

More: China’s Moonshot AI Releases Model to Challenge Top U.S. The company says its model outperforms some cutting-edge U.S. systems, the latest sign that Chinese labs can rival American counterparts in critical technology frontiers.
TL;DR: The company says its model outperforms some cutting-edge U.S.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

UK mortgage rates rise again after resumption of Middle East hostilities

Several big lenders raised their fixed rates by as much as 0.35 percentage points

More: UK mortgage rates rise again after resumption of Middle East hostilities. Several big lenders raised their fixed rates by as much as 0.35 percentage points
TL;DR: Several big lenders raised their fixed rates by as much as 0.35 percentage points
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Hotel group Accor hired law firm to investigate conduct of CEO Bazin

Report found no wrongdoing after probing allegations of impropriety in Accor’s dealings with associates of Bazin

More: Hotel group Accor hired law firm to investigate conduct of CEO Bazin. Report found no wrongdoing after probing allegations of impropriety in Accor’s dealings with associates of Bazin
TL;DR: Report found no wrongdoing after probing allegations of impropriety in Accor’s dealings with associates of Bazin
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Databricks Set to Hit $188 Billion Valuation With New Investment From Coatue

The startup’s valuation jumps 40% as the AI boom has driven demand for its data-analytics software.

More: Databricks Set to Hit $188 Billion Valuation With New Investment From Coatue. The startup’s valuation jumps 40% as the AI boom has driven demand for its data-analytics software.
TL;DR: The startup’s valuation jumps 40% as the AI boom has driven demand for its data-analytics software.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

The Inside Story of IBM’s Shocking Profit Warning

Big Blue bet on transparency and paid a steep price. Can its CEO win back investors?

More: The Inside Story of IBM’s Shocking Profit Warning. Big Blue bet on transparency and paid a steep price. Can its CEO win back investors?
TL;DR: Big Blue bet on transparency and paid a steep price.
Read original at Wsj
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Alphabet’s stock falls as Gemini delays suggest Google is struggling to keep up in the AI race

Alphabet shares fell more than 4% on Thursday, reflecting concerns that the Google parent company is falling further behind in the artificial-intelligence race.

TL;DR: Alphabet shares fell more than 4% on Thursday, reflecting concerns that the Google parent company is falling further behind in the artificial-intelligence race.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?

The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20%

More: Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?. The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20%
TL;DR: The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20%
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

10 U.S. metro areas where builders are slashing prices on new homes

Existing-home prices just hit a new record high — but there are plenty of newly built homes selling at a discount, as desperate builders cut prices.

TL;DR: Existing-home prices just hit a new record high — but there are plenty of newly built homes selling at a discount, as desperate builders cut prices.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Netflix is getting stingier about its viewing data, and Wall Street isn’t happy

Netflix’s stock is falling in the wake of mixed earnings and a new plan to cut back on the publication of ‘What We Watched’ reports.

TL;DR: Netflix’s stock is falling in the wake of mixed earnings and a new plan to cut back on the publication of ‘What We Watched’ reports.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

The U.S. stock market is looking like a rubber band ready to snap

The S&P 500 has been treading water for more than a month now, but beneath the surface of the U.S. equity market, big changes are taking shape.

More: stock market is looking like a rubber band ready to snap. The S&P 500 has been treading water for more than a month now, but beneath the surface of the U.S. equity market, big changes are taking shape.
TL;DR: The S&P 500 has been treading water for more than a month now, but beneath the surface of the U.S.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Wildfire smoke ‘a growing cardiovascular threat’ as Chicago, Detroit, NYC among world’s most polluted cities today

“It is a growing cardiovascular threat”: Chicago, Detroit, Minneapolis and New York City are considered some of the world’s most polluted cities Thursday.

TL;DR: “It is a growing cardiovascular threat”: Chicago, Detroit, Minneapolis and New York City are considered some of the world’s most polluted cities Thursday.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Trump’s media company wants traders to pay to get president’s market-moving social-media posts first

“Truth API” will be available to institutional customers starting next month.

More: Trump’s media company wants traders to pay to get president’s market-moving social-media posts first. “Truth API” will be available to institutional customers starting next month.
TL;DR: “Truth API” will be available to institutional customers starting next month.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Micron has turned into ‘the most important stock in the market.’ So is it time to worry?

While investors are concerned about a memory peak, analysts say the stock still looks cheap relative to various earnings scenarios.

More: Micron has turned into ‘the most important stock in the market.’ So is it time to worry?. While investors are concerned about a memory peak, analysts say the stock still looks cheap relative to various earnings scenarios.
TL;DR: While investors are concerned about a memory peak, analysts say the stock still looks cheap relative to various earnings scenarios.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

‘Bizarre choice’: business and Labour puzzle over Shabana Mahmood as future chancellor

The home secretary, favourite to take over at No 11, has minimal economic credentials and many MPs would prefer Ed Miliband Andy Burnham last month promised the UK he would bring “good growth in every postcode and hope in every heart” when he is installed as prime minister. Britain’s industry leaders also have a hope in their hearts: that Burnham will install a pro-business chancellor. The energy secretary, Ed Miliband, was for several weeks seen as the most likely candidate to succeed Rachel Reeves but, after a brutal briefing battle and a backlash from big business, the home secretary, Shabana Mahmood, appears to have emerged as the frontrunner . Now businesses are scrambling to try to work out how she might run the economy if confirmed in the Treasury on Monday. Continue reading...

More: ‘Bizarre choice’: business and Labour puzzle over Shabana Mahmood as future chancellor. Britain’s industry leaders also have a hope in their hearts: that Burnham will install a pro-business chancellor.
TL;DR: The home secretary, favourite to take over at No 11, has minimal economic credentials and many MPs would prefer Ed Miliband Andy Burnham last month promised the UK he would bring “good growth in every postcode and hope in every heart” when he is installed as prime minister.
Read original at Theguardian
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Palo Alto Networks’ stock has been on a tear — and it could go even higher, according to these bulls

The company’s shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity products.

More: Palo Alto Networks’ stock has been on a tear — and it could go even higher, according to these bulls. The company’s shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity products.
TL;DR: The company’s shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity products.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Monte dei Paschi claims €30.6bn bid from Intesa ‘undervalues’ bank

MPS’s board says offer carries regulatory and execution risk, leaving door open to potential tie-up with Banco BPM

More: Monte dei Paschi claims €30.6bn bid from Intesa ‘undervalues’ bank. MPS’s board says offer carries regulatory and execution risk, leaving door open to potential tie-up with Banco BPM
TL;DR: MPS’s board says offer carries regulatory and execution risk, leaving door open to potential tie-up with Banco BPM
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Americans say they need $1.2 million to retire. Most are too deep in debt to get there.

More than 80% of Americans worry about running out of money in retirement: “It really keeps them up at night.”

More: Americans say they need $1.2 million to retire. Most are too deep in debt to get there.. More than 80% of Americans worry about running out of money in retirement: “It really keeps them up at night.”
TL;DR: More than 80% of Americans worry about running out of money in retirement: “It really keeps them up at night.”
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Is SpaceX’s stock a bust because it fell below $135? Look what happened after Meta’s IPO.

Close to half of major IPOs sink below their offering price — and stay there for several years. Here’s why SpaceX is no different.

More: Is SpaceX’s stock a bust because it fell below $135? Look what happened after Meta’s IPO.. Close to half of major IPOs sink below their offering price — and stay there for several years.
TL;DR: Close to half of major IPOs sink below their offering price — and stay there for several years.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

AST SpaceMobile’s stock is sinking as the SpaceX rival looks to raise more cash

AST SpaceMobile also pushed back a satellite-launch target.

More: AST SpaceMobile’s stock is sinking as the SpaceX rival looks to raise more cash. AST SpaceMobile also pushed back a satellite-launch target.
TL;DR: AST SpaceMobile also pushed back a satellite-launch target.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

He backed Tesla and SpaceX before anyone else — here is the impossible bet he is making now

Veteran venture capitalist Tim Draper weighs in on the AI bubble and four huge opportunities he missed.

More: He backed Tesla and SpaceX before anyone else — here is the impossible bet he is making now. Veteran venture capitalist Tim Draper weighs in on the AI bubble and four huge opportunities he missed.
TL;DR: Veteran venture capitalist Tim Draper weighs in on the AI bubble and four huge opportunities he missed.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Oil is facing a supply crunch — and the war in Iran isn’t the only problem

Constraints on Russia’s refining system have added to the existing crisis, strategists at J.P. Morgan said.

More: Oil is facing a supply crunch — and the war in Iran isn’t the only problem. Constraints on Russia’s refining system have added to the existing crisis, strategists at J.P. Morgan said.
TL;DR: Constraints on Russia’s refining system have added to the existing crisis, strategists at J.P.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Why socialists should embrace luxury apartments

High-end developments can be more effective at unlocking affordability than social housing programmes

TL;DR: High-end developments can be more effective at unlocking affordability than social housing programmes
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Mortgage rates jump to highest level in almost a year

The average rate on a 30-year fixed mortgage rose this week to 6.55%, according to the latest Freddie Mac data released Thursday. That is up from last week's reading of 6.49%.

More: Mortgage rates jump to highest level in almost a year. The average rate on a 30-year fixed mortgage rose this week to 6.55%, according to the latest Freddie Mac data released Thursday. That is up from last week's reading of 6.49%.
TL;DR: The average rate on a 30-year fixed mortgage rose this week to 6.55%, according to the latest Freddie Mac data released Thursday.
Read original at Foxbusiness
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Japan tried tightening the way Kevin Warsh suggested. Here’s how it worked out.

Japan tried what Kevin Warsh suggested — tightening through a balance-sheet reduction rather than hiking interest rates.

TL;DR: Japan tried what Kevin Warsh suggested — tightening through a balance-sheet reduction rather than hiking interest rates.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

I Gave an AI Agent Access to My Passwords. Here’s What Happened.

1Password for Claude is a new, safer way to use login credentials with artificial-intelligence tools, but there are still risks.

More: I Gave an AI Agent Access to My Passwords. Here’s What Happened.. 1Password for Claude is a new, safer way to use login credentials with artificial-intelligence tools, but there are still risks.
TL;DR: 1Password for Claude is a new, safer way to use login credentials with artificial-intelligence tools, but there are still risks.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

‘Respect is important’: If my financial adviser said, ‘Hey,’ my wife and I would walk out. Where do you draw the line?

“I met with a financial representative who was not aware that AT&T was the shortened form of American Telephone and Telegraph.”

More: ‘Respect is important’: If my financial adviser said, ‘Hey,’ my wife and I would walk out. Where do you draw the line?. “I met with a financial representative who was not aware that AT&T was the shortened form of American Telephone and Telegraph.”
TL;DR: “I met with a financial representative who was not aware that AT&T was the shortened form of American Telephone and Telegraph.”
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Almost half of Americans say they can’t afford to save for retirement right now

If you expect Social Security will make up most of your retirement income, you’re far from alone

More: Almost half of Americans say they can’t afford to save for retirement right now. If you expect Social Security will make up most of your retirement income, you’re far from alone
TL;DR: If you expect Social Security will make up most of your retirement income, you’re far from alone
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

The stock market has a ‘Magnificent Seven’ problem — but not the one bears are warning about

Wall Street is terrified of a trillion-dollar AI bill — but the payoff is in sight.

More: The stock market has a ‘Magnificent Seven’ problem — but not the one bears are warning about. Wall Street is terrified of a trillion-dollar AI bill — but the payoff is in sight.
TL;DR: Wall Street is terrified of a trillion-dollar AI bill — but the payoff is in sight.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

SpaceX’s Starship is set for takeoff — and its floundering stock could use the lift

The mega-rocket’s success is SpaceX’s “single most important watch item,” one analyst says.

More: SpaceX’s Starship is set for takeoff — and its floundering stock could use the lift. The mega-rocket’s success is SpaceX’s “single most important watch item,” one analyst says.
TL;DR: The mega-rocket’s success is SpaceX’s “single most important watch item,” one analyst says.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

The Lehman Brothers of the AI bubble is coming, says this critic warning of a fallout for tech and the entire market

OpenAI is going down, and taking investors and an entire industry with it, argues artificial-intelligence critic Ed Zitron.

More: The Lehman Brothers of the AI bubble is coming, says this critic warning of a fallout for tech and the entire market. OpenAI is going down, and taking investors and an entire industry with it, argues artificial-intelligence critic Ed Zitron.
TL;DR: OpenAI is going down, and taking investors and an entire industry with it, argues artificial-intelligence critic Ed Zitron.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

TSMC to Invest a Further $100 Billion in U.S. After AI Fuels Surge in Earnings

The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.

More: TSMC to Invest a Further $100 Billion in U.S. After AI Fuels Surge in Earnings. The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
TL;DR: The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Hyundai Motor deal with SoftBank for Boston Dynamics stake is as wild as the robot videos

Hyundai Motor may have just struck an incredible bargain — or maybe SoftBank is hard up for cash.

More: Hyundai Motor deal with SoftBank for Boston Dynamics stake is as wild as the robot videos. Hyundai Motor may have just struck an incredible bargain — or maybe SoftBank is hard up for cash.
TL;DR: Hyundai Motor may have just struck an incredible bargain — or maybe SoftBank is hard up for cash.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

TSMC posts record quarter — but expectations are now ‘exceptionally high,’ says fund manager

TSMC’s stock declined in New York as investors likely sold the good news to lock in profit.

More: TSMC posts record quarter — but expectations are now ‘exceptionally high,’ says fund manager. TSMC’s stock declined in New York as investors likely sold the good news to lock in profit.
TL;DR: TSMC’s stock declined in New York as investors likely sold the good news to lock in profit.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Can Kevin Warsh’s Fed force 5 reimagine monetary policymaking?

The new chairman enlists heavy-hitters to fight a handful of gnarly problems

More: Can Kevin Warsh’s Fed force 5 reimagine monetary policymaking?. The new chairman enlists heavy-hitters to fight a handful of gnarly problems
TL;DR: The new chairman enlists heavy-hitters to fight a handful of gnarly problems
Read original at Economist
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Alec and Hilaria Baldwin pull $19 million Hamptons home off the market—again

The Baldwins have once again pulled their longtime Hamptons property off the market—just weeks after trimming $1 million off its asking price and revealing they would be spending the summer in Spain.

TL;DR: The Baldwins have once again pulled their longtime Hamptons property off the market—just weeks after trimming $1 million off its asking price and revealing they would be spending the summer in Spain.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

UK economy grew by 0.1% in May despite impact of Iran war

Rise in GDP follows a 0.1% decline in April, figures from the Office for National Statistics show The UK economy grew by 0.1% in May, despite the impact of the Iran war on energy costs, official figures show. The Office for National Statistics said GDP rose, following a 0.1% decline in April . The figures were in line with a 0.1% rise in May that economists had forecast. Continue reading...

More: Rise in GDP follows a 0.1% decline in April, figures from the Office for National Statistics show The UK economy grew by 0.1% in May, despite the impact of the Iran war on energy costs, official figures show. The Office for National Statistics said GDP rose, following a 0.1% decline in April . The figures were in line with a 0.1% rise in May that economists had forecast.
TL;DR: Rise in GDP follows a 0.1% decline in April, figures from the Office for National Statistics show The UK economy grew by 0.1% in May, despite the impact of the Iran war on energy costs, official figures show.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Downing Street calls in private equity bosses amid London listing woes

Government wants to encourage UK IPOs of portfolio companies as FTSE exodus continues

More: Downing Street calls in private equity bosses amid London listing woes. Government wants to encourage UK IPOs of portfolio companies as FTSE exodus continues
TL;DR: Government wants to encourage UK IPOs of portfolio companies as FTSE exodus continues
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

The rating reforms needed to tackle private credit’s vulnerabilities

Once again rating agencies are the centre of systemic concerns

More: The rating reforms needed to tackle private credit’s vulnerabilities. Once again rating agencies are the centre of systemic concerns
TL;DR: Once again rating agencies are the centre of systemic concerns
Read original at Ft
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Goldman settles for junior roles on trio of UK deals

Wall Street bank cements position on top of league tables, but rivals have taken top billing on recent deals including ITV

TL;DR: Wall Street bank cements position on top of league tables, but rivals have taken top billing on recent deals including ITV
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

TL;DR: Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The AI Backlash Has Tech Executives Fearing for Their Lives

Violent threats against artificial-intelligence companies are rising and spilling over into real-world security incidents.

More: The AI Backlash Has Tech Executives Fearing for Their Lives. Violent threats against artificial-intelligence companies are rising and spilling over into real-world security incidents.
TL;DR: Violent threats against artificial-intelligence companies are rising and spilling over into real-world security incidents.
Read original at Wsj
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Average asking rent reaches record high

The average advertised private rent on a home in Britain has reached a record £1,397 per month, according to Rightmove.

TL;DR: The average advertised private rent on a home in Britain has reached a record £1,397 per month, according to Rightmove.
Read original at News
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

The trucking market is tighter than it’s been in years — but investors are upbeat on J.B. Hunt

Shares of the trucking giant jump 8% after hours, as fuel charges and demand for its railroad-connection business lift results

More: The trucking market is tighter than it’s been in years — but investors are upbeat on J.B. Shares of the trucking giant jump 8% after hours, as fuel charges and demand for its railroad-connection business lift results
TL;DR: Shares of the trucking giant jump 8% after hours, as fuel charges and demand for its railroad-connection business lift results
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

This powerful stock-market momentum trade has hit a wall after seeing biggest unwind since 2001

So far, the selloff hasn’t done much to dent the S&P 500, as other stocks and sectors have picked up the slack

More: This powerful stock-market momentum trade has hit a wall after seeing biggest unwind since 2001. So far, the selloff hasn’t done much to dent the S&P 500, as other stocks and sectors have picked up the slack
TL;DR: So far, the selloff hasn’t done much to dent the S&P 500, as other stocks and sectors have picked up the slack
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

AI is so big, it’s now impossible for investors to avoid

Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.

More: AI is so big, it’s now impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
TL;DR: Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

CoreWeave’s stock suffers another long losing streak. Here’s what’s driving the selling.

Higher interest rates may be a problem for the AI-native cloud provider given its “unusually high exposure to debt financing,” one analyst says.

TL;DR: Higher interest rates may be a problem for the AI-native cloud provider given its “unusually high exposure to debt financing,” one analyst says.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

The U.S. oil reserve is at a 40-year low — but the government says there’s still plenty of breathing room

Energy Department says operational minimum for the storage caverns is about 70 million barrels, a level far lower than oil industry estimates

More: oil reserve is at a 40-year low — but the government says there’s still plenty of breathing room. Energy Department says operational minimum for the storage caverns is about 70 million barrels, a level far lower than oil industry estimates
TL;DR: Energy Department says operational minimum for the storage caverns is about 70 million barrels, a level far lower than oil industry estimates
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Food banks, affordable-housing providers scramble as inflation hammers low-income Americans

One Dallas food bank says demand for food assistance has surpassed what was seen during the financial crisis and the pandemic, a Federal Reserve survey has found.

TL;DR: One Dallas food bank says demand for food assistance has surpassed what was seen during the financial crisis and the pandemic, a Federal Reserve survey has found.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Why the huge premium on SK Hynix’s U.S.-listed shares may prove short-lived

If Korea allows mutual conversion, then the ADR premium may contract.

More: Why the huge premium on SK Hynix’s U.S.-listed shares may prove short-lived. If Korea allows mutual conversion, then the ADR premium may contract.
TL;DR: If Korea allows mutual conversion, then the ADR premium may contract.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

What the launch of SK Hynix leveraged ETFs tells us about the hottest trade on Wall Street

Investors are still enthusiastic about the memory boom, and are looking for new ways to cash in.

More: What the launch of SK Hynix leveraged ETFs tells us about the hottest trade on Wall Street. Investors are still enthusiastic about the memory boom, and are looking for new ways to cash in.
TL;DR: Investors are still enthusiastic about the memory boom, and are looking for new ways to cash in.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

China’s trade gap is narrowing. And other surprises

The world’s second-biggest economy is stumbling into fiscal austerity

More: China’s trade gap is narrowing. And other surprises. The world’s second-biggest economy is stumbling into fiscal austerity
TL;DR: The world’s second-biggest economy is stumbling into fiscal austerity
Read original at Economist
Further reading: NBER PapersSSRNInvestopediaWikipedia

Small-cap outperformance is persisting — and these 15 quality stocks pay rich dividends

Think large caps are still the best bet? The data say you are looking in the wrong place.

More: Small-cap outperformance is persisting — and these 15 quality stocks pay rich dividends. Think large caps are still the best bet? The data say you are looking in the wrong place.
TL;DR: Think large caps are still the best bet?
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Warsh won’t say if he’s spoken with Trump since taking the Fed’s helm

Senate Democrats are uneasy about White House influence at central bank.

More: Warsh won’t say if he’s spoken with Trump since taking the Fed’s helm. Senate Democrats are uneasy about White House influence at central bank.
TL;DR: Senate Democrats are uneasy about White House influence at central bank.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

SpaceX’s stock breaks below its IPO price for the first time

SpaceX has lost more than $800 billion in market value from its closing high seen a month ago.

More: SpaceX’s stock breaks below its IPO price for the first time. SpaceX has lost more than $800 billion in market value from its closing high seen a month ago.
TL;DR: SpaceX has lost more than $800 billion in market value from its closing high seen a month ago.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

PayPal investors can afford not to check out too hastily

Advent International and Stripe’s $53bn offer is a bargain for the buyers

More: PayPal investors can afford not to check out too hastily. Advent International and Stripe’s $53bn offer is a bargain for the buyers
TL;DR: Advent International and Stripe’s $53bn offer is a bargain for the buyers
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

It’s a buyer’s market for bonds

Bonds are out of fashion with big investors — which makes them an interesting investment opportunity for the rest of us.

TL;DR: Bonds are out of fashion with big investors — which makes them an interesting investment opportunity for the rest of us.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

America’s oil refiners could more than triple profits as Iran war sparks massive boom

U.S. oil refiners are about to report a historic profit surge as the industry takes advantage of supply disruptions.

More: America’s oil refiners could more than triple profits as Iran war sparks massive boom. oil refiners are about to report a historic profit surge as the industry takes advantage of supply disruptions.
TL;DR: oil refiners are about to report a historic profit surge as the industry takes advantage of supply disruptions.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

More people are reaching their 60s than ever before — and it’s an incredible investing opportunity

The world is getting older. Here’s how that’s going to change things.

More: More people are reaching their 60s than ever before — and it’s an incredible investing opportunity. The world is getting older. Here’s how that’s going to change things.
TL;DR: The world is getting older.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Copper is shadowing the AI hyperscaler stocks — but wait for a dip before buying

Copper prices have climbed 12.5% since the start of the year, with Nvidia and Broadcom up around the same amount in that time.

More: Copper is shadowing the AI hyperscaler stocks — but wait for a dip before buying. Copper prices have climbed 12.5% since the start of the year, with Nvidia and Broadcom up around the same amount in that time.
TL;DR: Copper prices have climbed 12.5% since the start of the year, with Nvidia and Broadcom up around the same amount in that time.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

You are missing the bond deal of the decade — and it is guaranteed to beat inflation

TIPS are offering a rare gift — and it is time to lock in a generous payout.

More: You are missing the bond deal of the decade — and it is guaranteed to beat inflation. TIPS are offering a rare gift — and it is time to lock in a generous payout.
TL;DR: TIPS are offering a rare gift — and it is time to lock in a generous payout.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

California grocery prices could rise as plastic packaging law takes effect

California's new packaging law shifts recycling costs to manufacturers. Regulators say consumer impacts may be limited, while industry groups warn grocery prices could rise.

More: California grocery prices could rise as plastic packaging law takes effect. California's new packaging law shifts recycling costs to manufacturers. Regulators say consumer impacts may be limited, while industry groups warn grocery prices could rise.
TL;DR: Regulators say consumer impacts may be limited, while industry groups warn grocery prices could rise.
Read original at Foxbusiness
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

How this small-cap stock picker’s ‘ownership’ approach has helped him beat the Russell 2000

An active value and quality-based approach can be an advantage in a part of the stock market dominated by index funds.

More: How this small-cap stock picker’s ‘ownership’ approach has helped him beat the Russell 2000. An active value and quality-based approach can be an advantage in a part of the stock market dominated by index funds.
TL;DR: An active value and quality-based approach can be an advantage in a part of the stock market dominated by index funds.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Most Americans don’t know how to prevent dementia. Here’s what you can do.

‘Brain health is a lifelong commitment — it’s never too early or too late to start’

More: Most Americans don’t know how to prevent dementia. Here’s what you can do.. ‘Brain health is a lifelong commitment — it’s never too early or too late to start’
TL;DR: ‘Brain health is a lifelong commitment — it’s never too early or too late to start’
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Stripe and Private-Equity Firm Advent Offer to Buy PayPal

The deal would value the fintech company at around $53 billion.

More: Stripe and Private-Equity Firm Advent Offer to Buy PayPal. The deal would value the fintech company at around $53 billion.
TL;DR: The deal would value the fintech company at around $53 billion.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Wholesale prices show first drop in almost a year on lower gas prices, but inflation still too high

Wholesale prices fell in June for the first time in 10 months largely due to lower gas prices, but it’s unclear if the recent slowdown in inflation will persist in light of renewed hostilities between the U.S. and Iran.

TL;DR: Wholesale prices fell in June for the first time in 10 months largely due to lower gas prices, but it’s unclear if the recent slowdown in inflation will persist in light of renewed hostilities between the U.S.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

SpaceX ushered in a ‘new era’ for investing in space. Why the stock is now cratering.

After surging in May, the space sector has tumbled as investors are feeling an “investment coma” in the wake of the record-breaking SpaceX IPO.

TL;DR: After surging in May, the space sector has tumbled as investors are feeling an “investment coma” in the wake of the record-breaking SpaceX IPO.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Morgan Stanley wealth management boosted by SpaceX millionaires

Investment bank becomes latest to shatter forecasts on back of AI boom

More: Morgan Stanley wealth management boosted by SpaceX millionaires. Investment bank becomes latest to shatter forecasts on back of AI boom
TL;DR: Investment bank becomes latest to shatter forecasts on back of AI boom
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Economy flatlining as Reeves nears Number 11 exit

The UK economy grew by 0.1% in May, according to the final set of official figures ahead of Rachel Reeves's widely expected departure as chancellor.

TL;DR: The UK economy grew by 0.1% in May, according to the final set of official figures ahead of Rachel Reeves's widely expected departure as chancellor.
Read original at News
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Netflix earnings are coming. Here’s what’s needed to prop up the tumbling stock.

Netflix reports quarterly earnings on Thursday. The streaming platform’s stock has dropped more than 40% over the past year.

More: Netflix earnings are coming. Here’s what’s needed to prop up the tumbling stock.. The streaming platform’s stock has dropped more than 40% over the past year.
TL;DR: Netflix reports quarterly earnings on Thursday.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

BlackRock profits jump as assets under management hit a record $15 trillion

Shares in the fund manager rise as company says its will boost quarterly buybacks to $550 million

More: BlackRock profits jump as assets under management hit a record $15 trillion. Shares in the fund manager rise as company says its will boost quarterly buybacks to $550 million
TL;DR: Shares in the fund manager rise as company says its will boost quarterly buybacks to $550 million
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

This Wall Street ‘theme-o-meter’ has a clear message: The artificial-intelligence bull market is back.

UBS says its top theme right now is that leadership for artificial-intelligence stocks is returning, and earnings season may prove how investors have been too pessimistic.

TL;DR: UBS says its top theme right now is that leadership for artificial-intelligence stocks is returning, and earnings season may prove how investors have been too pessimistic.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Industrials could be the next big bottleneck trade. Here are some stocks that could benefit.

The next big bottleneck trade might have more to do with bearings than microchips.

More: Industrials could be the next big bottleneck trade. Here are some stocks that could benefit.. The next big bottleneck trade might have more to do with bearings than microchips.
TL;DR: The next big bottleneck trade might have more to do with bearings than microchips.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Luxury stocks rally on Richemont sales beat — but the sector still needs China, says analyst

The luxury company that owns Cartier reported a 20% increase in sales year-on-year, boosting its stock.

More: Luxury stocks rally on Richemont sales beat — but the sector still needs China, says analyst. The luxury company that owns Cartier reported a 20% increase in sales year-on-year, boosting its stock.
TL;DR: The luxury company that owns Cartier reported a 20% increase in sales year-on-year, boosting its stock.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

China’s economy grows at one of its lowest rates on record

Worse-than-expected expansion of 4.3% in three months to June comes amid concerns over lopsided economy Business live – latest updates China has posted worse-than-expected growth figures for the three months to June, with the economy expanding just 4.3% – one of its lowest quarterly readings on record. The rate, which came in under the government’s target of 4.5-5%, was one of the weakest since reporting on official quarterly GDP figures began in the early 1990s. Continue reading...

More: Worse-than-expected expansion of 4.3% in three months to June comes amid concerns over lopsided economy Business live – latest updates China has posted worse-than-expected growth figures for the three months to June, with the economy expanding just 4.3% – one of its lowest quarterly readings on record. The rate, which came in under the government’s target of 4.
TL;DR: Worse-than-expected expansion of 4.3% in three months to June comes amid concerns over lopsided economy Business live – latest updates China has posted worse-than-expected growth figures for the three months to June, with the economy expanding just 4.3% – one of its lowest quarterly readings on record.
Read original at Theguardian
Further reading: NBER PapersSSRNInvestopediaWikipedia

The US just passed the biggest housing law in 36 years. Will it help?

Inside supply-side changes to the American market

More: The US just passed the biggest housing law in 36 years. Will it help?. Inside supply-side changes to the American market
TL;DR: Inside supply-side changes to the American market
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

It’s boom and bust in the hedge-fund world as both liquidations and new launches spike

The number of hedge-fund liquidations reached a two-year high in the first quarter, a period which also saw a boom in new launches.

TL;DR: The number of hedge-fund liquidations reached a two-year high in the first quarter, a period which also saw a boom in new launches.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

ASML is scrambling to build more capacity after blockbuster beat-and-raise quarter

Shares in the Dutch company climbed 6% in pre-market trading after it lifted its outlook by up to 19% for 2026.

TL;DR: Shares in the Dutch company climbed 6% in pre-market trading after it lifted its outlook by up to 19% for 2026.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Labour should ditch triple-lock pensions promise, says OECD

Organisation’s experts say pledge puts pressure on UK public finances and ‘adds significant fiscal risks’ Labour should ditch the triple-lock pensions promise to help tackle the UK’s straitened public finances, the Organisation for Economic Cooperation and Development has urged. In its latest survey of the UK economy, the Paris-based club of industrialised nations added its voice to those calling for an end to the pledge, which uprates the state pension each year by whichever is the highest of wage growth, inflation or 2.5%. Continue reading...

More: Organisation’s experts say pledge puts pressure on UK public finances and ‘adds significant fiscal risks’ Labour should ditch the triple-lock pensions promise to help tackle the UK’s straitened public finances, the Organisation for Economic Cooperation and Development has urged.
TL;DR: Organisation’s experts say pledge puts pressure on UK public finances and ‘adds significant fiscal risks’ Labour should ditch the triple-lock pensions promise to help tackle the UK’s straitened public finances, the Organisation for Economic Cooperation and Development has urged.
Read original at Theguardian
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Still struggling to find a buyer, actress Aubrey Plaza cuts price of $5 million L.A. home

Aubrey Plaza has lowered the price of her Spanish-style California compound by nearly a half-million dollars—less than two months after she relisted the property at a drastically reduced ask.

TL;DR: Aubrey Plaza has lowered the price of her Spanish-style California compound by nearly a half-million dollars—less than two months after she relisted the property at a drastically reduced ask.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

A $53 billion lifeline? Stripe and Advent reportedly team up to bid for battered PayPal.

PayPal, the struggling payments processor, rallied in premarket trade on Wednesday on a report that rival Stripe is teaming up with private-equity group Advent International on a bid.

TL;DR: PayPal, the struggling payments processor, rallied in premarket trade on Wednesday on a report that rival Stripe is teaming up with private-equity group Advent International on a bid.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Barratt Redrow launches buyback programme after investor pressure

Housebuilder to return £400mn to investors after share price discount widens

More: Barratt Redrow launches buyback programme after investor pressure. Housebuilder to return £400mn to investors after share price discount widens
TL;DR: Housebuilder to return £400mn to investors after share price discount widens
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Wall Street banks are AI stocks now

Then £59 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device.

More: Wall Street banks are AI stocks now. Pay a year upfront and save 20%. Pay a year upfront and save 20%.
TL;DR: Complete digital access to quality FT journalism on any device.
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

As good as it gets in banking?

Wall Street banks have unveiled record quarterly profits but risks loom

More: As good as it gets in banking?. Wall Street banks have unveiled record quarterly profits but risks loom
TL;DR: Wall Street banks have unveiled record quarterly profits but risks loom
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Airtel Africa taps more bankers for rare London IPO of mobile money business

Flotation could raise around $1.5bn and provide a much-needed boost for the UK’s depressed public markets

More: Airtel Africa taps more bankers for rare London IPO of mobile money business. Flotation could raise around $1.5bn and provide a much-needed boost for the UK’s depressed public markets
TL;DR: Flotation could raise around $1.5bn and provide a much-needed boost for the UK’s depressed public markets
Read original at Ft
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

China’s DeepSeek Prepares to List Shares in Shanghai Next Year

AI developer needs more funds for costly research in race with Anthropic and other U.S. companies.

More: China’s DeepSeek Prepares to List Shares in Shanghai Next Year. AI developer needs more funds for costly research in race with Anthropic and other U.S.
TL;DR: AI developer needs more funds for costly research in race with Anthropic and other U.S.
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

AI may be the toughest challenge Anthony Albanese faces this term. Guardrails are urgently needed | Peter Lewis

Coherent decision-making and internal accountability are critical to meeting this manic moment Anthony Albanese promises fast-track approvals for datacentres to shore up AI investment The University of Sydney was the natural setting for Anthony Albanese to lay out his vision for how Australia should confront the profound economic and social challenges posed by so-called artificial intelligence technology. His time around the jacaranda and sandstone in the early 80s was a seminal marker in the future PM’s development, not as a scholar but as a rabble-rousing organiser honing skills that would make him the political grandmaster of his generation. Continue reading...

More: AI may be the toughest challenge Anthony Albanese faces this term. Guardrails are urgently needed | Peter Lewis. His time around the jacaranda and sandstone in the early 80s was a seminal marker in the future PM’s development, not as a scholar but as a rabble-rousing organiser honing skills that would make him the political grandmaster of his generation.
TL;DR: Coherent decision-making and internal accountability are critical to meeting this manic moment Anthony Albanese promises fast-track approvals for datacentres to shore up AI investment The University of Sydney was the natural setting for Anthony Albanese to lay out his vision for how Australia should confront the profound economic and social challenges posed by so-called artificial intelligence technology.
Read original at Theguardian
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Circle clashed with Tether-backed fund over market manipulation concerns

New filings detail long-running legal battle between Heka Funds and the $73bn stablecoin group

More: Circle clashed with Tether-backed fund over market manipulation concerns. New filings detail long-running legal battle between Heka Funds and the $73bn stablecoin group
TL;DR: New filings detail long-running legal battle between Heka Funds and the $73bn stablecoin group
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

U.A.E. Rewarded With Coveted AI Chips for Supporting U.S. War in Iran

The Gulf state’s flagship AI firm can freely buy chips and has a plan to become a U.S. company.

TL;DR: The Gulf state’s flagship AI firm can freely buy chips and has a plan to become a U.S.
Read original at Wsj
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Your monthly Netflix bill is up 29% in just over a year. Critics say Washington needs to fix it.

Netflix is still a Wall Street favorite — and a target for government regulators

More: Your monthly Netflix bill is up 29% in just over a year. Critics say Washington needs to fix it.. Netflix is still a Wall Street favorite — and a target for government regulators
TL;DR: Netflix is still a Wall Street favorite — and a target for government regulators
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Opinion | Peter Navarro: America Can Break China’s Choke Hold on Critical Minerals

As we did during Covid, the government is helping U.S. companies to meet national-security needs.

More: Opinion | Peter Navarro: America Can Break China’s Choke Hold on Critical Minerals. As we did during Covid, the government is helping U.S. companies to meet national-security needs.
TL;DR: As we did during Covid, the government is helping U.S.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

IBM Loses $69 Billion of Market Value in One Day in Latest AI-Fueled Selloff

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

More: IBM Loses $69 Billion of Market Value in One Day in Latest AI-Fueled Selloff. Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.
TL;DR: Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.
Read original at Wsj
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Wall Street has set a sky-high bar for companies to clear this earnings season. They just might pull it off.

Analysts have set a sky-high bar for second-quarter earnings. However, Piper Sandler thinks corporate America can still clear it.

More: Wall Street has set a sky-high bar for companies to clear this earnings season. Analysts have set a sky-high bar for second-quarter earnings. However, Piper Sandler thinks corporate America can still clear it.
TL;DR: Analysts have set a sky-high bar for second-quarter earnings.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Lucid denies bankruptcy talk, but the stock still sinks to a record low

EV maker’s stock down more than 50% intraday, then pares the bulk of those losses after Lucid says ‘the rumors are completely false’

TL;DR: EV maker’s stock down more than 50% intraday, then pares the bulk of those losses after Lucid says ‘the rumors are completely false’
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Brace for $4 gas again: How U.S.-Iran tensions are threatening to end the price break at the pump

Americans got some relief at the gas pump in recent weeks, enough to slow down inflation. That might not last long as the U.S. and Iran continue to vie for control of the Strait of Hormuz.

More: Brace for $4 gas again: How U.S.-Iran tensions are threatening to end the price break at the pump. Americans got some relief at the gas pump in recent weeks, enough to slow down inflation. and Iran continue to vie for control of the Strait of Hormuz.
TL;DR: Americans got some relief at the gas pump in recent weeks, enough to slow down inflation.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Trump’s Hormuz brinkmanship is worsening a global fuel crunch

Rising oil prices are only part of the problem

More: Trump’s Hormuz brinkmanship is worsening a global fuel crunch. Rising oil prices are only part of the problem
TL;DR: Rising oil prices are only part of the problem
Read original at Economist
Further reading: SSRNNBER PapersInvestopediaWikipedia

America’s Hormuz brinkmanship is worsening a global fuel crunch

Rising oil prices are only part of the problem

More: America’s Hormuz brinkmanship is worsening a global fuel crunch. Rising oil prices are only part of the problem
TL;DR: Rising oil prices are only part of the problem
Read original at Economist
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

This overlooked index is a better investment than the S&P 500

We did the math over a 30-year period, and it’s not even close.

More: This overlooked index is a better investment than the S&P 500. We did the math over a 30-year period, and it’s not even close.
TL;DR: We did the math over a 30-year period, and it’s not even close.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Taco Bell reportedly being investigated by health officials, as cyclosporiasis outbreak spreads

Shares of Taco Bell parent Yum Brands were down nearly 4% on Tuesday.

More: Taco Bell reportedly being investigated by health officials, as cyclosporiasis outbreak spreads. Shares of Taco Bell parent Yum Brands were down nearly 4% on Tuesday.
TL;DR: Shares of Taco Bell parent Yum Brands were down nearly 4% on Tuesday.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

What investment gurus get wrong

Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newslet…

More: Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Share Jul 14th 2026 | 3 min read F INANCIAL ADVICE was once doled out solely by well-paid professionals, and solely to the wealthy.
TL;DR: To see a country’s financial follies, look to its celebrity advisers
Read original at Economist
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Your paycheck is rising faster than prices for a change — but when will you feel the relief?

Wage growth in June outpaced inflation, after falling behind during April and May.

More: Your paycheck is rising faster than prices for a change — but when will you feel the relief?. Wage growth in June outpaced inflation, after falling behind during April and May.
TL;DR: Wage growth in June outpaced inflation, after falling behind during April and May.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Sky-high returns and earnings expectations could mean the end is near for this stock-market bull run

Never since 1950 have the S&P 500’s price and earnings both been so far above the historical trend at one time, one strategist said.

More: Sky-high returns and earnings expectations could mean the end is near for this stock-market bull run. Never since 1950 have the S&P 500’s price and earnings both been so far above the historical trend at one time, one strategist said.
TL;DR: Never since 1950 have the S&P 500’s price and earnings both been so far above the historical trend at one time, one strategist said.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Wall Street banks smash records on stock trading boom

Earnings at JPMorgan, Goldman Sachs, Citigroup and BofA benefit from AI frenzy and SpaceX IPO

More: Wall Street banks smash records on stock trading boom. Earnings at JPMorgan, Goldman Sachs, Citigroup and BofA benefit from AI frenzy and SpaceX IPO
TL;DR: Earnings at JPMorgan, Goldman Sachs, Citigroup and BofA benefit from AI frenzy and SpaceX IPO
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Trump forced to refund billions in tariffs – The Latest

The US government has been forced to pay billions in refunds to companies that were hit by Donald Trump’s ‘liberation day’ tariffs. The US has paid out $81bn (£61bn) this fiscal year after the supreme court ruled the tariffs were illegal. Lucy Hough speaks to Chris Michael, an international editor for Guardian US Continue reading...

More: Trump forced to refund billions in tariffs – The Latest. The US has paid out $81bn (£61bn) this fiscal year after the supreme court ruled the tariffs were illegal. Lucy Hough speaks to Chris Michael, an international editor for Guardian US Continue reading...
TL;DR: The US government has been forced to pay billions in refunds to companies that were hit by Donald Trump’s ‘liberation day’ tariffs.
Read original at Theguardian
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Big banks and Big Tech are surfing the same wave

Wall Street is no longer the only industry reaching into every corner of the economy

More: Big banks and Big Tech are surfing the same wave. Wall Street is no longer the only industry reaching into every corner of the economy
TL;DR: Wall Street is no longer the only industry reaching into every corner of the economy
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

IBM Shares Tumble on Earnings Warning

IBM shares sank more than 20% as the company issued a profit warning citing a shift in customer spending from software to AI hardware and memory chips.

TL;DR: IBM shares sank more than 20% as the company issued a profit warning citing a shift in customer spending from software to AI hardware and memory chips.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

US inflation rate eases to 3.5% as gasoline prices fall

While US inflation rate fell in June, concerns remain over prices rising again due to the renewed conflict in the Middle East.

More: Inflation in the US eased last month as the cost of filling up at the pumps fell, official figures show. Prices rose 3.5% in the year to June, according to the Bureau of Labor Statistics (BLS), down from 4.2% recorded in May. Gasoline prices decreased 9.7% last month, the statistics body said.
TL;DR: While US inflation rate fell in June, concerns remain over prices rising again due to the renewed conflict in the Middle East.
Read original at Bbc
Further reading: SSRNNBER PapersInvestopediaWikipedia

Consumer prices fall for first time since 2020 pandemic, but fight vs. high inflation isn’t over

Plunge in gas prices during Iran ceasefire brings relief. Renewed conflict poses fresh threat.

More: Consumer prices fall for first time since 2020 pandemic, but fight vs. Plunge in gas prices during Iran ceasefire brings relief. Renewed conflict poses fresh threat.
TL;DR: Plunge in gas prices during Iran ceasefire brings relief.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Americans are getting better at paying off their $1.25 trillion credit-card debt burden

Despite some encouraging signs, millions of Americans are still struggling with credit-card debt — sometimes to pay for the most basic needs.

TL;DR: Despite some encouraging signs, millions of Americans are still struggling with credit-card debt — sometimes to pay for the most basic needs.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

AI vs. robo advisers: How they stack up against each other —and human financial advisers

Robo advisers are getting smarter as AI capabilities increase — but how much control are investors willing to hand over?

TL;DR: Robo advisers are getting smarter as AI capabilities increase — but how much control are investors willing to hand over?
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss

IBM’s stock plunges after a preliminary release of profit and revenue that were well below expectations.

More: IBM’s stock dives toward worst day in nearly 40 years after the surprise release of an earnings miss. IBM’s stock plunges after a preliminary release of profit and revenue that were well below expectations.
TL;DR: IBM’s stock plunges after a preliminary release of profit and revenue that were well below expectations.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Another warning sign is flashing for tech stocks — and this one comes from outside the U.S.

What the link between the Japanese yen and U.S. stocks means for your portfolio.

More: Another warning sign is flashing for tech stocks — and this one comes from outside the U.S.. What the link between the Japanese yen and U.S. stocks means for your portfolio.
TL;DR: What the link between the Japanese yen and U.S.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Airbnb co-founder is bullish on tokenization of real-world assets — but one thing is key

Airbnb founder and CEO thinks the success of tokenizing real-world assets depends on trust embedded in the governance and trustworthiness of the hosting system itself.

TL;DR: Airbnb founder and CEO thinks the success of tokenizing real-world assets depends on trust embedded in the governance and trustworthiness of the hosting system itself.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Oil price jumps as US-Iran clashes raise odds of interest rate rises

Stock markets fall as analysts price in two quarter-point UK rate rises by the end of the year Business live – latest updates Oil and gas prices have jumped and expectations of interest rate rises in Europe have increased after the US carried out a third night of military strikes against Iran . Brent crude, the international benchmark for oil prices, rose by as much as 4.6% to $87.08 a barrel on Tuesday, its highest level in just over a month. Continue reading...

More: Stock markets fall as analysts price in two quarter-point UK rate rises by the end of the year Business live – latest updates Oil and gas prices have jumped and expectations of interest rate rises in Europe have increased after the US carried out a third night of military strikes against Iran . Brent crude, the international benchmark for oil prices, rose by as much as 4.
TL;DR: Stock markets fall as analysts price in two quarter-point UK rate rises by the end of the year Business live – latest updates Oil and gas prices have jumped and expectations of interest rate rises in Europe have increased after the US carried out a third night of military strikes against Iran .
Read original at Theguardian
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Bank of America stock falls despite earnings beat

Shares in Bank of America declined in pre-market trading after the banking giant posted a 15% jump in revenue year-on-year.

TL;DR: Shares in Bank of America declined in pre-market trading after the banking giant posted a 15% jump in revenue year-on-year.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager

Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.

TL;DR: Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

JPMorgan beats profit expectations by the most in five years, as equity-markets revenue surges

JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.

More: JPMorgan beats profit expectations by the most in five years, as equity-markets revenue surges. JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.
TL;DR: JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?

“I’m wondering whether I should ask to work with someone closer to our generation.”

More: My husband and I are retired. Our financial adviser, who is in his 30s, called us ‘you guyses.’ Is that unprofessional?. “I’m wondering whether I should ask to work with someone closer to our generation.”
TL;DR: “I’m wondering whether I should ask to work with someone closer to our generation.”
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

China’s monthly car ‌exports top 1m for first time as overall trade soars

Country risks new tariffs from US and EU as it looks likely to match or beat last year’s record surplus of $1tn Business live – latest updates China’s monthly car ‌exports topped 1m for the first time in June as overall overseas shipments from the world’s second biggest economy rose 27%. Official Chinese customs data showed that a stronger-than-expected trade performance kept China on track to match or beat last year’s record trade surplus of $1tn (£748bn), achieved despite Donald Trump’s curtailed tariff war. Continue reading...

More: Country risks new tariffs from US and EU as it looks likely to match or beat last year’s record surplus of $1tn Business live – latest updates China’s monthly car ‌exports topped 1m for the first time in June as overall overseas shipments from the world’s second biggest economy rose 27%.
TL;DR: Country risks new tariffs from US and EU as it looks likely to match or beat last year’s record surplus of $1tn Business live – latest updates China’s monthly car ‌exports topped 1m for the first time in June as overall overseas shipments from the world’s second biggest economy rose 27%.
Read original at Theguardian
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Fed Chair Kevin Warsh says central bank has 'no tolerance' for elevated inflation

Fed Chair Kevin Warsh told lawmakers the central bank won't tolerate persistently elevated inflation and will take the steps needed to preserve price stability.

More: IBM stock falls as company issues warning on spending Market expert warns of ‘speed bumps’ ahead amid IBM warning IBM issues warning on AI spending USA Rare Earth secures up to $1.6B in commerce funding to challenge China's dominance June CPI report shows inflation slowed more than expected, easing concerns June CPI data sparks market reversal, easing Fed rate hike concerns as…
TL;DR: Fed Chair Kevin Warsh told lawmakers the central bank won't tolerate persistently elevated inflation and will take the steps needed to preserve price stability.
Read original at Foxbusiness
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Ericsson ends up on the wrong side of memory-chip price spike. The stock slumps.

Ericsson shares on Tuesday saw their worst reaction to earnings in nearly three years after the telecom-equipment maker revealed that rising component costs were eating away at margins — likely the huge surge in memory-chip prices.

TL;DR: Ericsson shares on Tuesday saw their worst reaction to earnings in nearly three years after the telecom-equipment maker revealed that rising component costs were eating away at margins — likely the huge surge in memory-chip prices.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

The payments darling in Trump’s crosshairs

Then £59 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device.

More: Complete digital access to quality FT journalism on any device. Essential digital access to quality FT journalism on any device. Digital access for organisations.
TL;DR: US tariff threats against Brazil over payments platform Pix provoke a political storm ahead of elections
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Wall Street to report bumper quarter as dealmaking returns

Resurgence in mega-mergers and the SpaceX IPO is expected to have generated total fees of about $11bn for six big banks

TL;DR: Resurgence in mega-mergers and the SpaceX IPO is expected to have generated total fees of about $11bn for six big banks
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

ECB recruits digital euro critics for pilot

Then £59 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device.

More: Complete digital access to quality FT journalism on any device. Essential digital access to quality FT journalism on any device. Complete digital access to quality FT journalism with expert analysis from industry leaders.
TL;DR: Deutsche Bank, DZ Bank and Groupe BPCE among 36 institutions selected for test of digital currency next year
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Oil prices see largest two-day percentage gain in four months on U.S.-Iran fighting

West Texas Intermediate and Brent crude’s front-month contracts climbed on Tuesday as investors worry about further de-escalation in the Middle East

More: Oil prices see largest two-day percentage gain in four months on U.S.-Iran fighting. West Texas Intermediate and Brent crude’s front-month contracts climbed on Tuesday as investors worry about further de-escalation in the Middle East
TL;DR: West Texas Intermediate and Brent crude’s front-month contracts climbed on Tuesday as investors worry about further de-escalation in the Middle East
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

One of the world’s cheapest currencies makes this Asian capital the world’s cheapest major city — for now

After fifteen years of relative decline, the inexorably falling Japanese yen has made Tokyo one of the world’s cheapest major cities

TL;DR: After fifteen years of relative decline, the inexorably falling Japanese yen has made Tokyo one of the world’s cheapest major cities
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

South East Water facing new £30.5m penalty for multiple failures

Troubled South East Water is facing a £30.5m redress package for multiple customer service failures, the industry watchdog has announced.

TL;DR: Troubled South East Water is facing a £30.5m redress package for multiple customer service failures, the industry watchdog has announced.
Read original at News
Further reading: Federal ReserveSSRNInvestopediaWikipedia

AstraZeneca Enters Exclusive License Deal For Lung Cancer Drug Zegfrovy For Up to $1.5 Billion

AstraZeneca entered into an exclusive global license agreement with China’s Dizal Pharmaceutical for the lung cancer treatment.

TL;DR: AstraZeneca entered into an exclusive global license agreement with China’s Dizal Pharmaceutical for the lung cancer treatment.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Rothschild profits drop as banker bonuses eat into higher deal fees

Long-awaited M&A recovery lifts revenues but also pushes up pay at UK investment banking arm

More: Rothschild profits drop as banker bonuses eat into higher deal fees. Long-awaited M&A recovery lifts revenues but also pushes up pay at UK investment banking arm
TL;DR: Long-awaited M&A recovery lifts revenues but also pushes up pay at UK investment banking arm
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Wall Street ‘Super Tuesday’ gives a flavour of earnings to come

Fortunately, the fact that everyone is reporting at once matters ever less

More: Wall Street ‘Super Tuesday’ gives a flavour of earnings to come. Fortunately, the fact that everyone is reporting at once matters ever less
TL;DR: Fortunately, the fact that everyone is reporting at once matters ever less
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Meta Is Flooding the Market With Smartglasses. Privacy Advocates Are Up in Arms.

The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.

TL;DR: The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.
Read original at Wsj
Further reading: NBER PapersSSRNInvestopediaWikipedia

World Cup and sunshine prompt UK consumers to splash out on beer and online shopping

Despite spending increase in June, Barclays says most people still pessimistic about economy Relentless sunshine and the World Cup coaxed consumers to spend more on beer and online shopping last month, with purse strings expected to remain loose as England fans gear up for Wednesday’s semi-final. Most people remain pessimistic about the UK economy, according to data from Barclays Bank based on debit and credit card transactions. Continue reading...

More: World Cup and sunshine prompt UK consumers to splash out on beer and online shopping. Despite spending increase in June, Barclays says most people still pessimistic about economy Relentless sunshine and the World Cup coaxed consumers to spend more on beer and online shopping last month, with purse strings expected to remain loose as England fans gear up for Wednesday’s semi-fi…
TL;DR: Most people remain pessimistic about the UK economy, according to data from Barclays Bank based on debit and credit card transactions.
Read original at Theguardian
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Why a borrowing binge by investors is a warning sign for the stock market

Investors are increasingly borrowing to buy stocks, a reflection of greed in the stock market as they seek to amplify returns with margin debt. The growing pile of borrowed money has some on Wall Street nervous.

More: Why a borrowing binge by investors is a warning sign for the stock market. Investors are increasingly borrowing to buy stocks, a reflection of greed in the stock market as they seek to amplify returns with margin debt. The growing pile of borrowed money has some on Wall Street nervous.
TL;DR: Investors are increasingly borrowing to buy stocks, a reflection of greed in the stock market as they seek to amplify returns with margin debt.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

The U.S. is maxing out its strategic oil reserves as Trump vows to control the Strait of Hormuz

Strategic Petroleum Reserve stockpiles are precariously low and have been hit by major equipment failures, leaks and spills, according to a government report.

More: is maxing out its strategic oil reserves as Trump vows to control the Strait of Hormuz. Strategic Petroleum Reserve stockpiles are precariously low and have been hit by major equipment failures, leaks and spills, according to a government report.
TL;DR: Strategic Petroleum Reserve stockpiles are precariously low and have been hit by major equipment failures, leaks and spills, according to a government report.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Sandisk’s stock is plunging, but some analysts are getting even more bullish

One new stock-price target implies nearly 85% upside from current levels.

More: Sandisk’s stock is plunging, but some analysts are getting even more bullish. One new stock-price target implies nearly 85% upside from current levels.
TL;DR: One new stock-price target implies nearly 85% upside from current levels.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

SpaceX’s stock threatens to fall below the IPO price. Do investors face a ‘crisis’ if it does?

The company has shed more than $800 billion in market value from its $2.67 trillion peak in less than a month.

More: SpaceX’s stock threatens to fall below the IPO price. Do investors face a ‘crisis’ if it does?. The company has shed more than $800 billion in market value from its $2.67 trillion peak in less than a month.
TL;DR: The company has shed more than $800 billion in market value from its $2.67 trillion peak in less than a month.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

AI-related debt jumped 99% over the past year. It’s a ‘shock to the system’ for investors.

A deluge of hyperscaler debt creates risk that investors will run up against concentration limits in their portfolios from a single company or industry.

More: AI-related debt jumped 99% over the past year. It’s a ‘shock to the system’ for investors.. A deluge of hyperscaler debt creates risk that investors will run up against concentration limits in their portfolios from a single company or industry.
TL;DR: A deluge of hyperscaler debt creates risk that investors will run up against concentration limits in their portfolios from a single company or industry.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Trump reinstating naval blockade of Iranian ports

President Donald Trump has said the US is reinstating a naval blockade of Iranian ports and will impose a 20% charge on all cargo shipped through the Strait of Hormuz.

More: President Donald Trump has said the US is reinstating a naval blockade of Iranian ports and will impose a 20% charge on all cargo shipped through the Strait of Hormuz. Iran said it responded by striking US military bases in Kuwait, Jordan and Bahrain, and radars in Oman. In Trump's Truth Social post on Monday, he insisted the strait "will remain OPEN, with or without Iran".
TL;DR: The US president also says Washington will impose a 20% charge on all cargo shipped through the Strait of Hormuz.
Read original at Bbc
Further reading: NBER PapersSSRNInvestopediaWikipedia

Meta and Amazon are leading a trillion-dollar Big Tech spending spree

As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.

TL;DR: As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Inflation is primed to fall for the first time in 6 years. Will high prices drop too?

A surge in U.S. inflation to a three-year high has begun to recede, but life isn’t going to get more affordable for Americans anytime soon.

More: Inflation is primed to fall for the first time in 6 years. Will high prices drop too?. inflation to a three-year high has begun to recede, but life isn’t going to get more affordable for Americans anytime soon.
TL;DR: inflation to a three-year high has begun to recede, but life isn’t going to get more affordable for Americans anytime soon.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Billionaires are loading up on these superior stocks. Why it pays to follow their money.

The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.

More: Billionaires are loading up on these superior stocks. Why it pays to follow their money.. The second quarter was a six-year best for U.S.
TL;DR: stocks — here are the three sectors poised to lead the next leg higher.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

A hot inflation reading this week could mean a rate hike soon, Fed’s Waller says

Fed officials are divided over whether the Fed will need to raise rates.

More: A hot inflation reading this week could mean a rate hike soon, Fed’s Waller says. Fed officials are divided over whether the Fed will need to raise rates.
TL;DR: Fed officials are divided over whether the Fed will need to raise rates.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Micron and other chip stocks feel the pain of imported volatility — blame SK Hynix

The SOX chip index was suffering a unanimous selloff, after SK Hynix’s stock had its worst day in 18 years in South Korea trading.

TL;DR: The SOX chip index was suffering a unanimous selloff, after SK Hynix’s stock had its worst day in 18 years in South Korea trading.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Is there a deadline to claim the $1,000 ‘Trump account’ contribution for my kid?

Some children who don’t qualify for the government contribution may be eligible for an initial $250.

More: Is there a deadline to claim the $1,000 ‘Trump account’ contribution for my kid?. Some children who don’t qualify for the government contribution may be eligible for an initial $250.
TL;DR: Some children who don’t qualify for the government contribution may be eligible for an initial $250.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Stock pickers know they can’t outsmart the market. That doesn’t stop them from trying.

How to satisfy your inner trader without derailing your long-term investment goals.

More: Stock pickers know they can’t outsmart the market. That doesn’t stop them from trying.. How to satisfy your inner trader without derailing your long-term investment goals.
TL;DR: How to satisfy your inner trader without derailing your long-term investment goals.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Using the Wrong USB-C Charger? That Cheap Cable Can Fry Your Phone

Choosing safe, high-quality charging accessories can extend the lifespan of your devices and save you big money on repairs.

TL;DR: Choosing safe, high-quality charging accessories can extend the lifespan of your devices and save you big money on repairs.
Read original at Wsj
Further reading: Federal ReserveSSRNInvestopediaWikipedia

A Fed interest-rate hike could trigger a short-term stock selloff, but history points to a big silver lining

The immediate impact of hiking cycles is often negative but, zooming out, stock markets recover

More: A Fed interest-rate hike could trigger a short-term stock selloff, but history points to a big silver lining. The immediate impact of hiking cycles is often negative but, zooming out, stock markets recover
TL;DR: The immediate impact of hiking cycles is often negative but, zooming out, stock markets recover
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

ASML is kicking off tech earnings. Here’s what to expect from Europe’s biggest semiconductor supplier.

The Dutch semiconductor-equipment manufacturer is reporting its second-quarter results on Wednesday, with analysts expecting a 15% rise in earnings per share year-over-year.

TL;DR: The Dutch semiconductor-equipment manufacturer is reporting its second-quarter results on Wednesday, with analysts expecting a 15% rise in earnings per share year-over-year.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

These biggest and ‘least loved’ stocks are the ones to pick ahead of earnings

Profit growth will overcome artificial intelligence concerns and lift the S&P 500, says Evercore ISI

More: These biggest and ‘least loved’ stocks are the ones to pick ahead of earnings. Profit growth will overcome artificial intelligence concerns and lift the S&P 500, says Evercore ISI
TL;DR: Profit growth will overcome artificial intelligence concerns and lift the S&P 500, says Evercore ISI
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

More Americans are relying on credit cards to buy groceries, new study finds

A 32% surge in food costs over five years has pushed more than 1 in 4 working-age Americans into credit card debt strain just to cover grocery bills.

More: New Jersey wrote the World Cup check that New York City cashed, investor says Stuart Varney: ‘Political turmoil’ is taking over both parties Investment expert predicts ‘particularly strong’ earnings cycle Investor issues stark warning to retail buyers chasing SpaceX, Anthropic hype Mahjong mania: Gen Z drives resurgence of traditional tile-based game GOP lawmaker says there's…
TL;DR: A 32% surge in food costs over five years has pushed more than 1 in 4 working-age Americans into credit card debt strain just to cover grocery bills.
Read original at Foxbusiness
Further reading: NBER PapersSSRNInvestopediaWikipedia

The Next Labor Crisis May Be Too Few Workers. Could AI Help Pick Up the Slack?

New economic research might be pointing toward a shift in thinking about what AI means for the job market.

More: The Next Labor Crisis May Be Too Few Workers. Could AI Help Pick Up the Slack?. New economic research might be pointing toward a shift in thinking about what AI means for the job market.
TL;DR: New economic research might be pointing toward a shift in thinking about what AI means for the job market.
Read original at Wsj
Further reading: SSRNNBER PapersInvestopediaWikipedia

Oil prices surge as much as 5% after Iran declares Strait of Hormuz is closed

The week is kicking off with fresh spikes for oil prices as the U.S. and Iran continued to exchange attacks.

More: Oil prices surge as much as 5% after Iran declares Strait of Hormuz is closed. The week is kicking off with fresh spikes for oil prices as the U.S. and Iran continued to exchange attacks.
TL;DR: The week is kicking off with fresh spikes for oil prices as the U.S.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

TSMC just reported a record month for revenue ahead of critical earnings report on Thursday

Taiwan Semiconductor Manufacturing Corp. said net revenue increased by 67% in June to $13.2 billion

More: TSMC just reported a record month for revenue ahead of critical earnings report on Thursday. Taiwan Semiconductor Manufacturing Corp. said net revenue increased by 67% in June to $13.2 billion
TL;DR: Taiwan Semiconductor Manufacturing Corp.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

There’s good and bad news if you want to copy JPMorgan’s new AI agent that outperforms the 60/40 portfolio

JPMorgan says it’s designed an artificial-intelligent agent to evaluate markets and economic data and use it to outperform the standard 60/40 investing model, with less risk to boot.

TL;DR: JPMorgan says it’s designed an artificial-intelligent agent to evaluate markets and economic data and use it to outperform the standard 60/40 investing model, with less risk to boot.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Berkshire's $397B Bet Against an Overheated Market

Berkshire Hathaway just reported a record $397.4 billion in cash and T-bills, 59% of its investable portfolio.

More: Berkshire's $397B Bet Against an Overheated Market. But he’s also never been known to publicly predict market corrections, never mind a crash, so one is left having to read between the lines. The ten-year period, intentionally long, is meant to mitigate momentary peaks and valleys and give investors an accurate appraisal of whether the market is overvalued or undervalued.
TL;DR: The Buffett Indicator , a ratio that measures the market cap of the entire stock market against the GDP of the United States, has hit a record of ~232%.
Read original at Disruptionbanking
Further reading: NBER PapersSSRNInvestopediaWikipedia

Moneybox picks London’s Pisces market for employee share sale

£45mn offering gives further boost to private markets platform after Wayve became first big company to use it

More: Moneybox picks London’s Pisces market for employee share sale. £45mn offering gives further boost to private markets platform after Wayve became first big company to use it
TL;DR: £45mn offering gives further boost to private markets platform after Wayve became first big company to use it
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Mastercard examines sale of UK payments subsidiary Vocalink

Discussions to sell majority stake back to British banks come as unit seeks contract to develop next-generation platform

TL;DR: Discussions to sell majority stake back to British banks come as unit seeks contract to develop next-generation platform
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Speeding up digital finance shift ‘could deliver £33bn boost’ to UK economy

Chair of new task force predicts ‘huge prize’ if progress is made in areas such as issuing sovereign bonds on blockchain

More: Speeding up digital finance shift ‘could deliver £33bn boost’ to UK economy. Chair of new task force predicts ‘huge prize’ if progress is made in areas such as issuing sovereign bonds on blockchain
TL;DR: Chair of new task force predicts ‘huge prize’ if progress is made in areas such as issuing sovereign bonds on blockchain
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Wall Street feasts on fees from SpaceX IPO and mega-mergers

Top US banks benefit from revival of large deals as AI optimism and strong consumer fuel market rally

TL;DR: Top US banks benefit from revival of large deals as AI optimism and strong consumer fuel market rally
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Deutsche Bank and UniCredit sue Linde over Russia sanctions losses

Test case will determine whether lenders can recover hundreds of millions of euros seized by courts

More: Deutsche Bank and UniCredit sue Linde over Russia sanctions losses. Test case will determine whether lenders can recover hundreds of millions of euros seized by courts
TL;DR: Test case will determine whether lenders can recover hundreds of millions of euros seized by courts
Read original at Ft
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Jane Fraser’s ruthless remake of Citigroup

The bank has sold assets, cut jobs and made controversial new hires while cultivating a closer relationship with Trump. Is it enough to get back into the big time?

More: Jane Fraser’s ruthless remake of Citigroup. The bank has sold assets, cut jobs and made controversial new hires while cultivating a closer relationship with Trump. Is it enough to get back into the big time?
TL;DR: The bank has sold assets, cut jobs and made controversial new hires while cultivating a closer relationship with Trump.
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

New era for Gibraltar with removal of 118-year-old border controls with Spain

It is hoped that free movement between the UK territory and Spain will provide an economic boost.

More: New era for Gibraltar with removal of 118-year-old border controls with Spain. It is hoped that free movement between the UK territory and Spain will provide an economic boost.
TL;DR: It is hoped that free movement between the UK territory and Spain will provide an economic boost.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Why switching to save money is easier than you might think

Cost of living correspondent Published 12 minutes ago Seeking out a better deal from your broadband, pay TV and energy suppliers?

More: Cost of living correspondent Published 12 minutes ago Seeking out a better deal from your broadband, pay TV and energy suppliers? Regulators have made the switching process easier in recent years, encouraging people to shop around when cost of living pressures have intensified.
TL;DR: Changing your broadband or energy supplier, or even your bank, for a better deal is simpler than it used to be.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Oil prices rise, stock futures dip after latest flare-up of strikes between U.S. and Iran

Oil prices rose and U.S. stock-index futures slipped on Sunday, after the U.S. and Iran continued their tit-for-tat attacks around the Strait of Hormuz over the weekend.

More: Oil prices rise, stock futures dip after latest flare-up of strikes between U.S. stock-index futures slipped on Sunday, after the U.S. and Iran continued their tit-for-tat attacks around the Strait of Hormuz over the weekend.
TL;DR: Oil prices rose and U.S.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

You don’t have to be rich to be financially independent. Here’s how to take control of your money.

Relying on a high salary or a hot stock is a dangerous trap. Why the most secure people plan for sudden crisis.

More: You don’t have to be rich to be financially independent. Here’s how to take control of your money.. Why the most secure people plan for sudden crisis.
TL;DR: Relying on a high salary or a hot stock is a dangerous trap.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

As five big U.S. banks report earnings on the same day, Citigroup is the one to watch

Among the largest U.S. banks, Citigroup is expected to show the greatest improvement by one important measure. But it still has a long way to go to reach its own performance target.

More: banks report earnings on the same day, Citigroup is the one to watch. banks, Citigroup is expected to show the greatest improvement by one important measure. But it still has a long way to go to reach its own performance target.
TL;DR: banks, Citigroup is expected to show the greatest improvement by one important measure.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Earnings estimates have been following an unusual pattern this time around

Analysts generally lower their estimates in the months before earnings. But thanks to the energy and tech sectors, expectations have actually climbed heading into second-quarter results.

More: Earnings estimates have been following an unusual pattern this time around. Analysts generally lower their estimates in the months before earnings. But thanks to the energy and tech sectors, expectations have actually climbed heading into second-quarter results.
TL;DR: Analysts generally lower their estimates in the months before earnings.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

The stock-market rally now hinges more on AI than oil

As earnings season kicks off, AI investment remains front and center.

More: The stock-market rally now hinges more on AI than oil. As earnings season kicks off, AI investment remains front and center.
TL;DR: As earnings season kicks off, AI investment remains front and center.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

IT administrators are "fed up" with Microsoft's "useless" apps and Windows 11

From time to time, Microsoft brings changes to Windows 11, like improvements to its core features, such as the Start menu.

More: IT administrators are "fed up" with Microsoft's "useless" apps and Windows 11. The user wrote: " I'm so sick of Microsoft ... Their latest security patch broke probably our most important business app and uninstalling the patch breaks auth with 365 apps in RDS environments.
TL;DR: From time to time, Microsoft brings changes to Windows 11, like improvements to its core features, such as the Start menu.
Read original at Neowin
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Can AI Make Better Drugs? Not on Wall Street’s Timeline

The technology has arrived in the drug lab. But should investors pay up for it?

More: Can AI Make Better Drugs? Not on Wall Street’s Timeline. The technology has arrived in the drug lab.
TL;DR: The technology has arrived in the drug lab.
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Big private equity firms pull in more cash as winners take all

Shrinking pool of recipients points to coming wave of so-called zombie firms

More: Big private equity firms pull in more cash as winners take all. Shrinking pool of recipients points to coming wave of so-called zombie firms
TL;DR: Shrinking pool of recipients points to coming wave of so-called zombie firms
Read original at Ft
Further reading: NBER PapersSSRNInvestopediaWikipedia

Airbnb lures fans from US hotels after World Cup marketing push

Hotel bookings fall short of expectations as price-conscious fans opt to stay in American homes

More: Airbnb lures fans from US hotels after World Cup marketing push. Hotel bookings fall short of expectations as price-conscious fans opt to stay in American homes
TL;DR: Hotel bookings fall short of expectations as price-conscious fans opt to stay in American homes
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Firefox 12.58% for Desktop Browser Market Share in North America June 2026

We respect your privacy and will never share your email address with any third party. See why over 1,000,000 bloggers, web designers, marketing and SEO professionals and small business owners use Sta…

More: Firefox 12.58% for Desktop Browser Market Share in North America June 2026. We respect your privacy and will never share your email address with any third party. See why over 1,000,000 bloggers, web designers, marketing and SEO professionals and small business owners use Statcounter to grow their business.
TL;DR: See why over 1,000,000 bloggers, web designers, marketing and SEO professionals and small business owners use Statcounter to grow their business.
Read original at Gs
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

The Hard-Line Activists Ramping Up for the War With AI

The resistance to artificial intelligence is growing—although one activist’s disappearance has the movement on edge.

More: The Hard-Line Activists Ramping Up for the War With AI. The resistance to artificial intelligence is growing—although one activist’s disappearance has the movement on edge.
TL;DR: The resistance to artificial intelligence is growing—although one activist’s disappearance has the movement on edge.
Read original at Wsj
Further reading: Federal ReserveSSRNInvestopediaWikipedia

The U.S. stock market is becoming ‘too big to fail’

Why protracted bear markets may be a thing of the past.

More: stock market is becoming ‘too big to fail’. Why protracted bear markets may be a thing of the past.
TL;DR: Why protracted bear markets may be a thing of the past.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Fed Chair Warsh will be in the hot seat as lawmakers press for his read on the economy

Kevin Warsh will testify before Congress for the first time as Fed chair this week. Lawmakers will want answers.

More: Fed Chair Warsh will be in the hot seat as lawmakers press for his read on the economy. Kevin Warsh will testify before Congress for the first time as Fed chair this week. Lawmakers will want answers.
TL;DR: Kevin Warsh will testify before Congress for the first time as Fed chair this week.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Washington’s Bet on Intel Is Starting to Pay Off

Plus, Texas goes after Wall Street’s stock-exchange duopoly, and Apple alleges OpenAI stole trade secrets to develop competing devices.

TL;DR: Plus, Texas goes after Wall Street’s stock-exchange duopoly, and Apple alleges OpenAI stole trade secrets to develop competing devices.
Read original at Wsj
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

‘It’s heartbreaking’: My brother claimed Social Security at 70. He died from cancer after one payment. Why wait to claim?

“I’ve always been a little skeptical of the government’s encouragement to delay claiming benefits.”

More: ‘It’s heartbreaking’: My brother claimed Social Security at 70. He died from cancer after one payment. “I’ve always been a little skeptical of the government’s encouragement to delay claiming benefits.”
TL;DR: “I’ve always been a little skeptical of the government’s encouragement to delay claiming benefits.”
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Will Trump Accounts deliver for American children?

The White House has hailed the project as giving new generations a stake in the American dream, but the scheme has its critics.

More: The launch of Trump Accounts, the new savings scheme aimed at encouraging investing among American children, was marked with an historic ringing of the Wall Street opening bell in the Oval Office this week.
TL;DR: The White House has hailed the project as giving new generations a stake in the American dream, but the scheme has its critics.
Read original at Bbc
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

World Cup quarter-final expected to generate £500m sales boost for UK economy

As England prepare to take on Norway on Saturday, sales of pints, takeaways and new TVs continue to surge From a cosy Norwegian pub to outdoor fan zones packed with hopeful England football fans, Saturday’s World Cup quarter-final between the two nations is expected to generate a multimillion-pound windfall for venues showing the game. The quarter-finals will collectively generate a near half-billion pound sales increase for the wider UK economy, as fans drink 9.3m pints, order takeaways and splash out on new TVs, according to one estimate. Continue reading...

More: As England prepare to take on Norway on Saturday, sales of pints, takeaways and new TVs continue to surge From a cosy Norwegian pub to outdoor fan zones packed with hopeful England football fans, Saturday’s World Cup quarter-final between the two nations is expected to generate a multimillion-pound windfall for venues showing the game.
TL;DR: As England prepare to take on Norway on Saturday, sales of pints, takeaways and new TVs continue to surge From a cosy Norwegian pub to outdoor fan zones packed with hopeful England football fans, Saturday’s World Cup quarter-final between the two nations is expected to generate a multimillion-pound windfall for venues showing the game.
Read original at Theguardian
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Labour MPs call for Andy Burnham to restore aid spending target set by Brown

Thinktank urges prospective prime minister to reclaim UK’s role as an international leader on development Influential backbenchers are calling on Andy Burnham to reclaim Labour’s leadership on international development and chart a course back to spending 0.7% of national income on overseas aid. In a collection of essays to be published soon by the New Economics Foundation (NEF) thinktank, MPs lay out proposals for a Burnham-led government to rethink foreign policy. Continue reading...

More: Thinktank urges prospective prime minister to reclaim UK’s role as an international leader on development Influential backbenchers are calling on Andy Burnham to reclaim Labour’s leadership on international development and chart a course back to spending 0.7% of national income on overseas aid.
TL;DR: Thinktank urges prospective prime minister to reclaim UK’s role as an international leader on development Influential backbenchers are calling on Andy Burnham to reclaim Labour’s leadership on international development and chart a course back to spending 0.7% of national income on overseas aid.
Read original at Theguardian
Further reading: NBER PapersSSRNInvestopediaWikipedia

Opinion | The Economics of Friendship

Why does loneliness seem to be on the rise? In part because we’ve made life frictionless and efficient.

More: Opinion | The Economics of Friendship. Why does loneliness seem to be on the rise? In part because we’ve made life frictionless and efficient.
TL;DR: Why does loneliness seem to be on the rise?
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Opinion | Is Private AI Regulation Constitutional?

Google recommends an industry body, but its power would be subject to judicial scrutiny.

TL;DR: Google recommends an industry body, but its power would be subject to judicial scrutiny.
Read original at Wsj
Further reading: SSRNNBER PapersInvestopediaWikipedia

Apple Sues OpenAI, Alleging It Stole Trade Secrets

Former Apple employees took confidential information to OpenAI to advance the AI company’s device efforts, Apple claims.

TL;DR: Former Apple employees took confidential information to OpenAI to advance the AI company’s device efforts, Apple claims.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Meta’s stock roars back to life as it heads for its best week in years

Investors are bullish on Meta’s new low-cost AI pricing and infrastructure plans.

More: Meta’s stock roars back to life as it heads for its best week in years. Investors are bullish on Meta’s new low-cost AI pricing and infrastructure plans.
TL;DR: Investors are bullish on Meta’s new low-cost AI pricing and infrastructure plans.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

A hedge-fund trade blamed for a massive market blowup in 2024 has made a big comeback, Goldman Sachs says

The currency-market carry trade is back — and bigger than it’s been in many years.

More: A hedge-fund trade blamed for a massive market blowup in 2024 has made a big comeback, Goldman Sachs says. The currency-market carry trade is back — and bigger than it’s been in many years.
TL;DR: The currency-market carry trade is back — and bigger than it’s been in many years.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Prepare for the Fed to undo rate cuts that stabilized the economy, expert cautions

The Federal Reserve likely will take back all the 2025 ‘insurance cuts’ or not raise interest rates at all, according to RBC Wealth Management.

TL;DR: The Federal Reserve likely will take back all the 2025 ‘insurance cuts’ or not raise interest rates at all, according to RBC Wealth Management.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

What the big housing bill means for buyers as home prices hit new record high

President Trump is refusing to sign the housing bill, but it will still become law on Saturday. Here’s what it does — and doesn’t — do.

More: What the big housing bill means for buyers as home prices hit new record high. President Trump is refusing to sign the housing bill, but it will still become law on Saturday. Here’s what it does — and doesn’t — do.
TL;DR: President Trump is refusing to sign the housing bill, but it will still become law on Saturday.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Circle wins licence for some US banking activities

Shares in stablecoin company rise after regulator grants approval to operate as trust bank

More: Circle wins licence for some US banking activities. Shares in stablecoin company rise after regulator grants approval to operate as trust bank
TL;DR: Shares in stablecoin company rise after regulator grants approval to operate as trust bank
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

The space race is on as China takes a big step toward rivaling SpaceX

A Chinese company demonstrated controlled recovery of a rocket’s bottom portion, which is critical in helping to drive down launch costs.

More: The space race is on as China takes a big step toward rivaling SpaceX. A Chinese company demonstrated controlled recovery of a rocket’s bottom portion, which is critical in helping to drive down launch costs.
TL;DR: A Chinese company demonstrated controlled recovery of a rocket’s bottom portion, which is critical in helping to drive down launch costs.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Half of small-business owners hope to sell their companies and retire in the next decade. What happens to their workers?

“It’s an American tragedy” when small businesses close up shop.

More: Half of small-business owners hope to sell their companies and retire in the next decade. What happens to their workers?. “It’s an American tragedy” when small businesses close up shop.
TL;DR: “It’s an American tragedy” when small businesses close up shop.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

SpaceX listing ‘lays groundwork’ to attract UK retail investors to IPOs

Leading investment platforms say banks and brokers are looking to boost retail participation in upcoming launches

TL;DR: Leading investment platforms say banks and brokers are looking to boost retail participation in upcoming launches
Read original at Ft
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

China Successfully Launches Reusable Rocket in a Win for Space Program

China launched and partially recovered a rocket, a milestone for Beijing’s space program as it competes with the U.S. and Elon Musk’s SpaceX.

TL;DR: China launched and partially recovered a rocket, a milestone for Beijing’s space program as it competes with the U.S.
Read original at Wsj
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

SK Hynix’s stock looks primed for a pop in its Nasdaq debut

The South Korean memory company’s American depositary receipts begin trading on Friday.

More: SK Hynix’s stock looks primed for a pop in its Nasdaq debut. The South Korean memory company’s American depositary receipts begin trading on Friday.
TL;DR: The South Korean memory company’s American depositary receipts begin trading on Friday.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Delta CEO Ed Bastian says airline fares will stay elevated even if jet fuel prices fall

Delta CEO Ed Bastian says airline fares will stay elevated even if jet fuel prices moderate, as labor costs and inflation reshape the industry.

More: Democratic socialists unveil platform to abolish the Senate, defund the military Iran needs to see that we mean business: GOP lawmaker White House continues Iran talks despite assassination plot against Trump Trump warns Iran ceasefire is over as questions grow over regional conflict Official says gas margins have gotten 'out of control,' significant increase happened since pa…
TL;DR: Delta CEO Ed Bastian says airline fares will stay elevated even if jet fuel prices moderate, as labor costs and inflation reshape the industry.
Read original at Foxbusiness
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

UK financial regulators to extend oversight to four big US cloud services groups

Designating Microsoft, Google, Amazon and Oracle as ‘critical third parties’ will help improve resilience, says Treasury

More: UK financial regulators to extend oversight to four big US cloud services groups. Designating Microsoft, Google, Amazon and Oracle as ‘critical third parties’ will help improve resilience, says Treasury
TL;DR: Designating Microsoft, Google, Amazon and Oracle as ‘critical third parties’ will help improve resilience, says Treasury
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Should you lock in a 4% CD rate now? Here’s how to decide on the next move for your cash.

CD rates are at a standstill, but that could change after the next Fed meeting, or the one after that.

More: Should you lock in a 4% CD rate now? Here’s how to decide on the next move for your cash.. CD rates are at a standstill, but that could change after the next Fed meeting, or the one after that.
TL;DR: CD rates are at a standstill, but that could change after the next Fed meeting, or the one after that.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

‘Can’t buy bonds, can’t sell stocks.’ Bank of America tells investors what they can do.

Real thirty-year interest rates are at a high since November 2008, financial conditions are tight and Michael Hartnett tells investors to prepare for a chilly summer.

TL;DR: Real thirty-year interest rates are at a high since November 2008, financial conditions are tight and Michael Hartnett tells investors to prepare for a chilly summer.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Kevin Warsh wants fewer press conferences. Why that’s bad for the economy and your money.

The Fed chair is testifying before Congress this week. Lawmakers should ask him about transparency.

More: The Fed chair is testifying before Congress this week. Lawmakers should ask him about transparency.
TL;DR: The Fed chair is testifying before Congress this week.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

The bar is high for S&P 500 earnings, but these as-yet unrewarded sectors are where real surprises could be hiding

Expectations for S&P 500 companies that will begin reporting next week are flying pretty high, but only for a select few, notes HSBC.

More: The bar is high for S&P 500 earnings, but these as-yet unrewarded sectors are where real surprises could be hiding. Expectations for S&P 500 companies that will begin reporting next week are flying pretty high, but only for a select few, notes HSBC.
TL;DR: Expectations for S&P 500 companies that will begin reporting next week are flying pretty high, but only for a select few, notes HSBC.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Slumping AI stocks could be really good news for your nontech holdings, says market strategist

Katie Stockton, of Fairlead Strategies, said she is seeing strong buying momentum in the healthcare, industrial, biotech, insurance and utility sectors

More: Slumping AI stocks could be really good news for your nontech holdings, says market strategist. Katie Stockton, of Fairlead Strategies, said she is seeing strong buying momentum in the healthcare, industrial, biotech, insurance and utility sectors
TL;DR: Katie Stockton, of Fairlead Strategies, said she is seeing strong buying momentum in the healthcare, industrial, biotech, insurance and utility sectors
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Corporate America is pumping $1 trillion into stock buybacks — but look at what insiders are doing

These 22 U.S. stocks are backed by company buybacks and insider cash.

More: Corporate America is pumping $1 trillion into stock buybacks — but look at what insiders are doing. These 22 U.S. stocks are backed by company buybacks and insider cash.
TL;DR: stocks are backed by company buybacks and insider cash.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

As SK Hynix lands in the U.S., here’s why investors should be wary of the chip sector’s ‘bubble-like’ volatility

Traders may hope South Korea-type turbulence won’t be imported into Wall Street

More: As SK Hynix lands in the U.S., here’s why investors should be wary of the chip sector’s ‘bubble-like’ volatility. Traders may hope South Korea-type turbulence won’t be imported into Wall Street
TL;DR: Traders may hope South Korea-type turbulence won’t be imported into Wall Street
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Stocks are seeing increasingly wild swings post-earnings. Why even good numbers often aren’t enough to impress.

The second-quarter earnings season is off to a volatile start, offering an early test of whether investors’ high expectations for corporate profits can hold up.

More: Stocks are seeing increasingly wild swings post-earnings. Why even good numbers often aren’t enough to impress.. The second-quarter earnings season is off to a volatile start, offering an early test of whether investors’ high expectations for corporate profits can hold up.
TL;DR: The second-quarter earnings season is off to a volatile start, offering an early test of whether investors’ high expectations for corporate profits can hold up.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

1,500 Americans filed for bankruptcy each day last year. They should have done this instead.

Personal bankruptcy filings surged 47% between 2022 and 2025. Here’s what you should do before deciding to file.

More: 1,500 Americans filed for bankruptcy each day last year. Personal bankruptcy filings surged 47% between 2022 and 2025.
TL;DR: Personal bankruptcy filings surged 47% between 2022 and 2025.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments

More: As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist. Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments
TL;DR: Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Bidding war breaks out for easyJet as Apollo tops rival private-equity group’s bid

A bidding war has broken out for EasyJet, the British low-cost airline, with the second American private-equity bid.

TL;DR: A bidding war has broken out for EasyJet, the British low-cost airline, with the second American private-equity bid.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Consumers shouldn't expect prices to fall anytime soon, top economist warns

Conference Board chief economist Dana M. Peterson says inflation won't hit the 2% target until 2028 as market shocks lock in elevated consumer prices.

More: Consumers shouldn't expect prices to fall anytime soon, top economist warns. Conference Board chief economist Dana M. Peterson says inflation won't hit the 2% target until 2028 as market shocks lock in elevated consumer prices.
TL;DR: Peterson says inflation won't hit the 2% target until 2028 as market shocks lock in elevated consumer prices.
Read original at Foxbusiness
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

MiniMax Shares Drop on $2 Billion Fundraising Plan

Shares of MiniMax dropped, after the Chinese artificial-intelligence company disclosed a plan to raise $2 billion through a share placement and convertible-bond offering.

TL;DR: Shares of MiniMax dropped, after the Chinese artificial-intelligence company disclosed a plan to raise $2 billion through a share placement and convertible-bond offering.
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

HSBC looks for buyers of Hong Kong subsidiary Hang Seng’s risky loans

Debt sale an early sign of how UK bank intends to overhaul retail lender after taking it private this year

More: HSBC looks for buyers of Hong Kong subsidiary Hang Seng’s risky loans. Debt sale an early sign of how UK bank intends to overhaul retail lender after taking it private this year
TL;DR: Debt sale an early sign of how UK bank intends to overhaul retail lender after taking it private this year
Read original at Ft
Further reading: SSRNFederal ReserveInvestopediaWikipedia

All you never wanted to know about corporate bond market issuance

How the debt capital markets sausage gets made

More: All you never wanted to know about corporate bond market issuance. How the debt capital markets sausage gets made
TL;DR: How the debt capital markets sausage gets made
Read original at Ft
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Soaring ‘McMansion’ insurance prices create opening for commercial group

FM says it will enter market and use engineering expertise to offer cheaper cover for homes of the US elite

TL;DR: FM says it will enter market and use engineering expertise to offer cheaper cover for homes of the US elite
Read original at Ft
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Why a hidden divergence between the VIX and Nasdaq volatility has the smart money on edge

Traders are completely enthralled by the bull market — but surging Nasdaq volatility suggests it is time to hedge.

More: Why a hidden divergence between the VIX and Nasdaq volatility has the smart money on edge. Traders are completely enthralled by the bull market — but surging Nasdaq volatility suggests it is time to hedge.
TL;DR: Traders are completely enthralled by the bull market — but surging Nasdaq volatility suggests it is time to hedge.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

SK Hynix is about to hit the U.S. market. Here’s what to know about the deal.

U.S. investors are about to get another straightforward way to play the red-hot market for memory chips.

More: SK Hynix is about to hit the U.S. Here’s what to know about the deal.. investors are about to get another straightforward way to play the red-hot market for memory chips.
TL;DR: investors are about to get another straightforward way to play the red-hot market for memory chips.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Can Walmart help the Fed harness real-time U.S. economic data? We’re about to find out.

The Federal Reserve named a former Walmart CEO to a task force to develop contemporaneous data on spending, inflation and growth.

TL;DR: The Federal Reserve named a former Walmart CEO to a task force to develop contemporaneous data on spending, inflation and growth.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Meta’s stock rebounds as agentic AI coding and custom chips ease spending fears

Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big custom-chip milestone.

TL;DR: Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big custom-chip milestone.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

A slower AI payoff risks tipping the economy into recession, Apollo says

Growing threats from China and falling token prices may put AI financials at risk.

More: A slower AI payoff risks tipping the economy into recession, Apollo says. Growing threats from China and falling token prices may put AI financials at risk.
TL;DR: Growing threats from China and falling token prices may put AI financials at risk.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Meet the new group of stocks powering the S&P 500 higher

A violent rotation is taking place under the hood of the stock market ahead of second-quarter earnings.

More: Meet the new group of stocks powering the S&P 500 higher. A violent rotation is taking place under the hood of the stock market ahead of second-quarter earnings.
TL;DR: A violent rotation is taking place under the hood of the stock market ahead of second-quarter earnings.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Landon Donovan says there’s ‘zero chance’ he could have afforded to play youth soccer if he was a kid today

The U.S. men’s soccer team once again didn’t make it past the Round of 16 in the World Cup — and some say the high cost to play youth soccer in America could be a key reason.

TL;DR: men’s soccer team once again didn’t make it past the Round of 16 in the World Cup — and some say the high cost to play youth soccer in America could be a key reason.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Goldman Sachs limits prediction market betting for employees

Nascent platforms such as Kalshi and Polymarket pose challenges to compliance policies at heavily regulated banks 

TL;DR: Nascent platforms such as Kalshi and Polymarket pose challenges to compliance policies at heavily regulated banks 
Read original at Ft
Further reading: SSRNInvestopediaKhan Academy EconomicsWikipedia

New ‘Ex-Elon’ ETFs let you avoid SpaceX and Tesla — but are they just a gimmick?

One expert doubts that new ETFs from Subversive will catch on in a meaningful way.

More: New ‘Ex-Elon’ ETFs let you avoid SpaceX and Tesla — but are they just a gimmick?. One expert doubts that new ETFs from Subversive will catch on in a meaningful way.
TL;DR: One expert doubts that new ETFs from Subversive will catch on in a meaningful way.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

What affordability crisis? Rich home buyers are powering the housing market.

“The housing market is the best expression of the ‘K-shaped economy’ that we’re in right now,” one expert says.

TL;DR: “The housing market is the best expression of the ‘K-shaped economy’ that we’re in right now,” one expert says.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

America Is Blowing the AI Race. Here Are Seven Ideas To Get Back on Track.

The window for American dominance in AI hasn’t closed, but it’s narrowing fast.

More: America Is Blowing the AI Race. Here Are Seven Ideas To Get Back on Track.. The window for American dominance in AI hasn’t closed, but it’s narrowing fast.
TL;DR: The window for American dominance in AI hasn’t closed, but it’s narrowing fast.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Risky leveraged ETFs are booming in 2026. Some worry they could be making the stock market more volatile.

Some say traders who gravitate toward these products see big swings in the underlying stocks as a feature, not a bug.

More: Risky leveraged ETFs are booming in 2026. Some worry they could be making the stock market more volatile.. Some say traders who gravitate toward these products see big swings in the underlying stocks as a feature, not a bug.
TL;DR: Some say traders who gravitate toward these products see big swings in the underlying stocks as a feature, not a bug.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Mortgage rates jump as tensions with Iran spook bond investors

The conflict between the U.S. and Iran is driving mortgage rates up, adding hundreds of dollars a month in extra costs for prospective home buyers.

More: Mortgage rates jump as tensions with Iran spook bond investors. The conflict between the U.S. and Iran is driving mortgage rates up, adding hundreds of dollars a month in extra costs for prospective home buyers.
TL;DR: and Iran is driving mortgage rates up, adding hundreds of dollars a month in extra costs for prospective home buyers.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Mortgage rates tick slightly higher but remain near 6.5%

The 30-year fixed mortgage rose to 6.49% this week as Freddie Mac's Sam Khater says housing affordability continues to improve for homebuyers.

More: PepsiCo CEO: We are happy with how the portfolio is being transformed The cost of creating software has never been lower, expert says US has 'neutered' Iran's ability to develop a nuclear bomb: Jason Chaffetz Jason Chaffetz on US-Iran war: Trump is doing the right thing US deficit spending cannot sustain conflict with Iran, Dagen McDowell warns Former JPMorgan Chase economist…
TL;DR: The 30-year fixed mortgage rose to 6.49% this week as Freddie Mac's Sam Khater says housing affordability continues to improve for homebuyers.
Read original at Foxbusiness
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Micron’s stock surges on multibillion-dollar U.S. manufacturing push

The memory-chip giant is reversing its recent slide after increasing its investment in the U.S. semiconductor supply chain.

More: Micron’s stock surges on multibillion-dollar U.S. The memory-chip giant is reversing its recent slide after increasing its investment in the U.S. semiconductor supply chain.
TL;DR: The memory-chip giant is reversing its recent slide after increasing its investment in the U.S.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Home prices hit a new all-time high this summer

Home prices continue to climb even as buyers retreat from the market, according to fresh data from the National Association of Realtors.

TL;DR: Home prices continue to climb even as buyers retreat from the market, according to fresh data from the National Association of Realtors.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

The U.S. and China are today’s leaders in AI. These countries could be the next-stage champions.

Economists at Bank of America spotlight South Korea and the United Arab Emirates as likely to gain from both the build-out and adoption of artificial intelligence.

More: and China are today’s leaders in AI. These countries could be the next-stage champions.. Economists at Bank of America spotlight South Korea and the United Arab Emirates as likely to gain from both the build-out and adoption of artificial intelligence.
TL;DR: Economists at Bank of America spotlight South Korea and the United Arab Emirates as likely to gain from both the build-out and adoption of artificial intelligence.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Andy Burnham urged to scrap income tax and NI in radical fiscal overhaul

Economists including Jim O’Neill write an open letter calling for a single levy to replace six major taxes Prominent economists including Andy Burnham ally Jim O’Neill, are urging him to pursue radical tax and spending reform, to “unlock the gridlock that plagues the country”. O’Neill joins Jonathan Portes, economics professor at Kings College London, and Danny Sriskandarajah, chief executive of the New Economics Foundation, in calling for bold action in an open letter. Continue reading...

More: Economists including Jim O’Neill write an open letter calling for a single levy to replace six major taxes Prominent economists including Andy Burnham ally Jim O’Neill, are urging him to pursue radical tax and spending reform, to “unlock the gridlock that plagues the country”.
TL;DR: Economists including Jim O’Neill write an open letter calling for a single levy to replace six major taxes Prominent economists including Andy Burnham ally Jim O’Neill, are urging him to pursue radical tax and spending reform, to “unlock the gridlock that plagues the country”.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Salesforce’s stock may look like a bargain — but that’s just a mirage, analyst says

KeyBanc downgraded Salesforce shares, citing doubts about the company’s AI narrative.

More: Salesforce’s stock may look like a bargain — but that’s just a mirage, analyst says. KeyBanc downgraded Salesforce shares, citing doubts about the company’s AI narrative.
TL;DR: KeyBanc downgraded Salesforce shares, citing doubts about the company’s AI narrative.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Invest in Britain or I’ll force you to, minister tells pension funds

Business secretary Peter Kyle says asset managers should feel a patriotic duty to make the UK a success Business live – latest updates The business secretary, Peter Kyle , has warned UK pension funds to “get off their high horses” and invest in Britain or be forced to do so by law. Expressing frustration at the level of investment in British companies after years of government initiatives, Kyle said the UK’s biggest asset managers “should feel a patriotic duty in making Britain a success”. Continue reading...

More: Business secretary Peter Kyle says asset managers should feel a patriotic duty to make the UK a success Business live – latest updates The business secretary, Peter Kyle , has warned UK pension funds to “get off their high horses” and invest in Britain or be forced to do so by law.
TL;DR: Business secretary Peter Kyle says asset managers should feel a patriotic duty to make the UK a success Business live – latest updates The business secretary, Peter Kyle , has warned UK pension funds to “get off their high horses” and invest in Britain or be forced to do so by law.
Read original at Theguardian
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Wall Street set for bumper $140mn payday from SK Hynix listing

Secondary US listing of trillion-dollar South Korean chipmaker expected to be one of largest public offerings in history

More: Wall Street set for bumper $140mn payday from SK Hynix listing. Secondary US listing of trillion-dollar South Korean chipmaker expected to be one of largest public offerings in history
TL;DR: Secondary US listing of trillion-dollar South Korean chipmaker expected to be one of largest public offerings in history
Read original at Ft
Further reading: SSRNInvestopediaKhan Academy EconomicsWikipedia

Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind

A stable job and a nice home have become less accessible to young Americans. Many are taking new paths to pursue their dreams.

More: Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind. A stable job and a nice home have become less accessible to young Americans. Many are taking new paths to pursue their dreams.
TL;DR: A stable job and a nice home have become less accessible to young Americans.
Read original at Marketwatch
Further reading: SSRNFederal ReserveKhan Academy EconomicsWikipedia

PepsiCo cuts prices on snacks. It’s not enough to drive growth in North America.

PepsiCo’s stock was set to fall as the company’s North America business lagged, but strength in international business led to an earnings beat.

TL;DR: PepsiCo’s stock was set to fall as the company’s North America business lagged, but strength in international business led to an earnings beat.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

A warning for the U.S. dollar: The historic bond-market buffer that protected the currency is fading.

Major dislocations in America’s foreign policy have given a stimulus to a dedollarization trend among central banks.

More: A warning for the U.S. dollar: The historic bond-market buffer that protected the currency is fading.. Major dislocations in America’s foreign policy have given a stimulus to a dedollarization trend among central banks.
TL;DR: Major dislocations in America’s foreign policy have given a stimulus to a dedollarization trend among central banks.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The dot-com crash was a $5 trillion blip. Why the next financial crisis could hit 4 times harder.

The next global financial crisis is already under way. Here is how it will unfold.

More: The next global financial crisis is already under way. Here is how it will unfold.
TL;DR: The next global financial crisis is already under way.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Schwab strategists warn of a major market shift: The era of easy index gains is officially over.

More geopolitical instability, more frequent supply shocks and macro volatility are facing investors in an era that’s just starting, says Charles Schwab.

More: Schwab strategists warn of a major market shift: The era of easy index gains is officially over.. More geopolitical instability, more frequent supply shocks and macro volatility are facing investors in an era that’s just starting, says Charles Schwab.
TL;DR: More geopolitical instability, more frequent supply shocks and macro volatility are facing investors in an era that’s just starting, says Charles Schwab.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

10 stocks for momentum traders to consider buying — and 10 to avoid or sell short

These investments have a tendency to crash and burn

More: 10 stocks for momentum traders to consider buying — and 10 to avoid or sell short. These investments have a tendency to crash and burn
TL;DR: These investments have a tendency to crash and burn
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Major drugmaker loses $27 billion in market value after failed trial

Two companies announced on Thursday that the heart disease drug they had been developing failed its Phase III trial.

TL;DR: Two companies announced on Thursday that the heart disease drug they had been developing failed its Phase III trial.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

China Weighs Limits on the AI Models American Companies Love

As the race for artificial-intelligence supremacy heats up, Beijing is considering tightening its grip on homegrown technology.

TL;DR: As the race for artificial-intelligence supremacy heats up, Beijing is considering tightening its grip on homegrown technology.
Read original at Wsj
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

7-Eleven made $349 million from surge in gasoline prices in the U.S. last quarter

Convenience store operator 7-Eleven on Thursday disclosed a $349 million profit from the surge in gasoline prices during the last quarter, even as fewer Americans filled their tanks.

More: Site Search Clear SEARCH Advanced Search  ➔ Search Results Symbols No results found All News Articles Video Podcasts 0 Results No Results Found Authors No results found Sections No results found Columns No results found 7-Eleven made $349 million from surge in gasoline prices in the U.S.
TL;DR: Convenience store operator 7-Eleven on Thursday disclosed a $349 million profit from the surge in gasoline prices during the last quarter, even as fewer Americans filled their tanks.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

China’s capital markets take on Xi Jinping’s tech ambitions

The comeback they are staging may not be enough

More: China’s capital markets take on Xi Jinping’s tech ambitions. The comeback they are staging may not be enough
TL;DR: The comeback they are staging may not be enough
Read original at Economist
Further reading: Federal ReserveSSRNInvestopediaWikipedia

China’s Zhipu AI Shares Surge on $4.0 Billion Fundraising

Shares of the Chinese artificial-intelligence company rose sharply after it announced plans for a US$4 billion fundraising to support growth, despite pricing the new shares at a discount.

TL;DR: Shares of the Chinese artificial-intelligence company rose sharply after it announced plans for a US$4 billion fundraising to support growth, despite pricing the new shares at a discount.
Read original at Wsj
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

TPG and Blackstone seek more than $4bn for Hologic unit to unlock cash

Private equity groups look to pay down debt and repay investors from one of last year’s biggest leveraged buyouts

More: TPG and Blackstone seek more than $4bn for Hologic unit to unlock cash. Private equity groups look to pay down debt and repay investors from one of last year’s biggest leveraged buyouts
TL;DR: Private equity groups look to pay down debt and repay investors from one of last year’s biggest leveraged buyouts
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Private assets could make sense for retail investors — at the right price

Complexity, opacity and liquidity issues are surmountable, but there is a more important barrier: fees

More: Private assets could make sense for retail investors — at the right price. Complexity, opacity and liquidity issues are surmountable, but there is a more important barrier: fees
TL;DR: Complexity, opacity and liquidity issues are surmountable, but there is a more important barrier: fees
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Why AI financial advisers have a leg-up on their old-world rivals

This isn’t a simple case of fusty incumbents disrupted by novel technology

More: Why AI financial advisers have a leg-up on their old-world rivals. This isn’t a simple case of fusty incumbents disrupted by novel technology
TL;DR: This isn’t a simple case of fusty incumbents disrupted by novel technology
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Wall Street’s boutiques bet on star bankers. Now they’re stuck with the bill

Investment banks like Evercore, Lazard and Moelis scooped up dealmakers ahead of an upswing that has yet to fully materialise

More: Wall Street’s boutiques bet on star bankers. Now they’re stuck with the bill. Investment banks like Evercore, Lazard and Moelis scooped up dealmakers ahead of an upswing that has yet to fully materialise
TL;DR: Investment banks like Evercore, Lazard and Moelis scooped up dealmakers ahead of an upswing that has yet to fully materialise
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

I run the UK's biggest bank, here are five ways to manage your money

Charlie Nunn is CEO of Lloyds Banking Group - the UK's biggest bank providing one in four current accounts - meaning he has a deep insight into customers' spending, saving and borrowing.

More: Charlie Nunn is CEO of Lloyds Banking Group - the UK's biggest bank providing one in four current accounts - meaning he has a deep insight into customers' spending, saving and borrowing. Nunn recommends "saving little, saving early and saving regularly".
TL;DR: The CEO of Lloyds Bank talks about how to save, budget, avoid scams and manage money in a relationship.
Read original at Bbc
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Costco makes payment change that could speed up checkout for members

Costco has expanded its digital wallet feature, allowing members to link any Visa card to the Costco app for faster checkout at registers.

More: Graham Platner suspends Maine Senate campaign Platner's 'origin story' was really not true, reporter says Outrage erupts over Wisconsin judge’s sentence for helping illegal immigrant evade ICE Iran is a 'slow-motion train wreck' financially: Former deputy national security adviser Dan Brouillette analyzes Iran's irrational regime TeraWulf secures 20-year lease agreement with A…
TL;DR: Costco has expanded its digital wallet feature, allowing members to link any Visa card to the Costco app for faster checkout at registers.
Read original at Foxbusiness
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Investors haven’t been this bullish on the dollar in a decade. How the buck can keep climbing.

A crowded bet on a stronger U.S. dollar may depend on whether Wednesday’s jump in oil prices proves lasting, as renewed Middle East tensions revive inflation concerns and bolster expectations that the Federal Reserve may need to keep policy tight.

TL;DR: dollar may depend on whether Wednesday’s jump in oil prices proves lasting, as renewed Middle East tensions revive inflation concerns and bolster expectations that the Federal Reserve may need to keep policy tight.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Tech, Media & Telecom Roundup: Market Talk

Find insight on SpaceX, Shopify, European semiconductor companies and more in the latest Market Talks covering technology, media and telecom.

TL;DR: Find insight on SpaceX, Shopify, European semiconductor companies and more in the latest Market Talks covering technology, media and telecom.
Read original at Wsj
Further reading: SSRNFederal ReserveKhan Academy EconomicsWikipedia

This chart shows stamp prices over the years as USPS hikes postage again this weekend

The new rate will go into effect on July 12, and will be the eighth price increase over the last five calendar years

More: This chart shows stamp prices over the years as USPS hikes postage again this weekend. The new rate will go into effect on July 12, and will be the eighth price increase over the last five calendar years
TL;DR: The new rate will go into effect on July 12, and will be the eighth price increase over the last five calendar years
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Nvidia’s stock trades at a juicy discount, according to BofA

An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance.

More: Nvidia’s stock trades at a juicy discount, according to BofA. An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance.
TL;DR: An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Higher gas prices aren’t the only way rising tensions with Iran will hit home

Wall Street expects President Trump’s call that the Iran cease-fire is over will hurt airlines and home builders more than it will help oil companies.

TL;DR: Wall Street expects President Trump’s call that the Iran cease-fire is over will hurt airlines and home builders more than it will help oil companies.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?

Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.

More: More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?. Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.
TL;DR: Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Jeff Bezos’s space company may be seeking a valuation more than twice as big as Rocket Lab’s

Blue Origin is reportedly targeting a $130 billion private-market valuation, which would be just a fraction of SpaceX’s nearly $2 trillion market capitalization.

More: Jeff Bezos’s space company may be seeking a valuation more than twice as big as Rocket Lab’s. Blue Origin is reportedly targeting a $130 billion private-market valuation, which would be just a fraction of SpaceX’s nearly $2 trillion market capitalization.
TL;DR: Blue Origin is reportedly targeting a $130 billion private-market valuation, which would be just a fraction of SpaceX’s nearly $2 trillion market capitalization.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

With Micron’s stock well off its peak, investors want proof that the AI boom can last

Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.

More: With Micron’s stock well off its peak, investors want proof that the AI boom can last. Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.
TL;DR: Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Oil surges as Strait of Hormuz is back into ‘full conflict conditions’

Even without further disruption, volatility is here to stay for energy markets

More: Oil surges as Strait of Hormuz is back into ‘full conflict conditions’. Even without further disruption, volatility is here to stay for energy markets
TL;DR: Even without further disruption, volatility is here to stay for energy markets
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

A ‘few’ Fed officials said there was a case for a rate hike in June, minutes from Warsh’s first meeting show

A “few” Federal Reserve officials said there was a case for raising interest rates in June, according to minutes released Wednesday from the central bank’s meeting last month.

TL;DR: A “few” Federal Reserve officials said there was a case for raising interest rates in June, according to minutes released Wednesday from the central bank’s meeting last month.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Fed policymakers' inflation worries weighed on rate cut outlook at Warsh's first meeting

FOMC minutes reveal policymakers debated rate hikes amid scenarios where AI demand, Middle East conflict, or tariffs keep inflation elevated.

More: Fed policymakers' inflation worries weighed on rate cut outlook at Warsh's first meeting. FOMC minutes reveal policymakers debated rate hikes amid scenarios where AI demand, Middle East conflict, or tariffs keep inflation elevated.
TL;DR: FOMC minutes reveal policymakers debated rate hikes amid scenarios where AI demand, Middle East conflict, or tariffs keep inflation elevated.
Read original at Foxbusiness
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

All entry-level jobs require 3-5 years of experience. How am I supposed to get that if no one will hire me?

How to get experience if no one is willing to be your first employer.

TL;DR: How to get experience if no one is willing to be your first employer.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Rocket Lab’s stock could surge 250% as the company takes a page out of SpaceX’s book, analyst says

Morgan Stanley says the bull case for the rocket-launch stock is now much rosier as the company diversifies its business.

More: Rocket Lab’s stock could surge 250% as the company takes a page out of SpaceX’s book, analyst says. Morgan Stanley says the bull case for the rocket-launch stock is now much rosier as the company diversifies its business.
TL;DR: Morgan Stanley says the bull case for the rocket-launch stock is now much rosier as the company diversifies its business.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

OpenAI Investor Vinod Khosla Explains His Philosophy on Risk-Taking

The renowned venture capitalist behind Khosla Ventures says he doesn’t care that detractors think OpenAI is overvalued.

TL;DR: The renowned venture capitalist behind Khosla Ventures says he doesn’t care that detractors think OpenAI is overvalued.
Read original at Wsj
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

FCA says lenders want to let ‘foxes guard the henhouse’ on car finance

UK regulator alleges in court filing that lenders want to determine own liability for compensation

More: FCA says lenders want to let ‘foxes guard the henhouse’ on car finance. UK regulator alleges in court filing that lenders want to determine own liability for compensation
TL;DR: UK regulator alleges in court filing that lenders want to determine own liability for compensation
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Energy costs rise and stocks fall sharply as US-Iran peace is shattered

There has been a marked increase in global energy prices amid fears of a prolonged resumption to hostilities between the US and Iran.

TL;DR: There has been a marked increase in global energy prices amid fears of a prolonged resumption to hostilities between the US and Iran.
Read original at News
Further reading: NBER PapersSSRNInvestopediaWikipedia

Treasury yet to do due diligence on finding extra money for UK’s Nato spend

How to hit the 3.5% of GDP defence spending promise would be a matter for ‘the next prime minister’, MPs told The Treasury has as yet carried out no analysis of the trade-offs necessary for the UK to hit the 3.5% of GDP defence spending promise made to Nato, chief secretary Lucy Rigby has said. Under robust questioning in a joint session of the Treasury and defence select committees on Wednesday, Rigby repeatedly said that how to fund additional defence spending would be a matter for “the next prime minister”. Continue reading...

More: How to hit the 3.5% of GDP defence spending promise would be a matter for ‘the next prime minister’, MPs told The Treasury has as yet carried out no analysis of the trade-offs necessary for the UK to hit the 3.5% of GDP defence spending promise made to Nato, chief secretary Lucy Rigby has said.
TL;DR: How to hit the 3.5% of GDP defence spending promise would be a matter for ‘the next prime minister’, MPs told The Treasury has as yet carried out no analysis of the trade-offs necessary for the UK to hit the 3.5% of GDP defence spending promise made to Nato, chief secretary Lucy Rigby has said.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Why the stock market’s biggest laggards might be your best defense against a summer selloff

Low-volatility stocks are having a moment after a long stretch of underperformance.

More: Why the stock market’s biggest laggards might be your best defense against a summer selloff. Low-volatility stocks are having a moment after a long stretch of underperformance.
TL;DR: Low-volatility stocks are having a moment after a long stretch of underperformance.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Segro lays out defence as it battles £12.6bn takeover attempt by US rival

UK property group believes 925p a share offer by Prologis undervalues its warehouse and data centres business

More: Segro lays out defence as it battles £12.6bn takeover attempt by US rival. UK property group believes 925p a share offer by Prologis undervalues its warehouse and data centres business
TL;DR: UK property group believes 925p a share offer by Prologis undervalues its warehouse and data centres business
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Tech CEOs Ditch the AI Jobs Apocalypse Narrative

Plus, companies tap AI cheerleaders to convert skeptics and elite students choose startup sprints over internships

TL;DR: Plus, companies tap AI cheerleaders to convert skeptics and elite students choose startup sprints over internships
Read original at Wsj
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Insurance giant says it’s turning to AI to replace as many as 1,800 jobs

Allianz Partners will axe between 1,500 and 1,800 roles from its workforce of close to 23,000

More: Insurance giant says it’s turning to AI to replace as many as 1,800 jobs. Allianz Partners will axe between 1,500 and 1,800 roles from its workforce of close to 23,000
TL;DR: Allianz Partners will axe between 1,500 and 1,800 roles from its workforce of close to 23,000
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

Oregon data centers face sharp electricity rate hike under new law

Oregon's PUC approved a 29% rate hike on data centers under the POWER Act, while residential customers will see bills drop by an average of 1.3%.

More: SpaceX loses altitude — for now Software is not going away, though there will be specific 'winners and losers,' Josh Schafer says Banning data centers will only hurt New York's economy, says Rep Mike Lawler Wall Street eyes the midterm election map Market plays ‘tug of war’ as tech investors face bad week Rep Beth Van Duyne: This is anti-American BMW invests $1.
TL;DR: Oregon's PUC approved a 29% rate hike on data centers under the POWER Act, while residential customers will see bills drop by an average of 1.3%.
Read original at Foxbusiness
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

‘I’ll happily wait’: Does delaying Social Security make sense for high earners like me?

“In many states, Social Security benefits are exempt from state income tax.”

More: ‘I’ll happily wait’: Does delaying Social Security make sense for high earners like me?. “In many states, Social Security benefits are exempt from state income tax.”
TL;DR: “In many states, Social Security benefits are exempt from state income tax.”
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

How to find lost bank accounts

To play this video you need to enable JavaScript in your browser. This video can not be played Close Finance expert Laura Pomfret explains how to find lost bank accounts.

More: How to find lost bank accounts. This video can not be played Close Finance expert Laura Pomfret explains how to find lost bank accounts. To watch this with subtitles go to BBC iPlayer and search for Morning Live from 08/07/2026.
TL;DR: To play this video you need to enable JavaScript in your browser.
Read original at Bbc
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Iran war will leave an inflation scar on the U.S. through 2027, IMF says

The conflict with Iran hasn’t hurt the U.S. and global economies as much as expected, but it will leave a lasting legacy: Another bout of high inflation that won’t disappear quickly.

More: Iran war will leave an inflation scar on the U.S. The conflict with Iran hasn’t hurt the U.S. and global economies as much as expected, but it will leave a lasting legacy: Another bout of high inflation that won’t disappear quickly.
TL;DR: The conflict with Iran hasn’t hurt the U.S.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

IMF upgrades UK growth forecast as fears over impact of Iran war diminish

July update projects GDP growth of 1% this year, making UK the third fastest-growing economy in the G7 The International Monetary Fund (IMF) has upgraded its growth forecast for the UK, while leaving those for other G7 countries weaker or unchanged, amid hopes the economic impact of the Iran war may be less severe than feared. In a July update of its World Economic Outlook, which was finalised before the latest outbreak of hostilities in the Middle East , the Washington-based organisation projected UK gross domestic product to grow by 1% this year – up 0.2 percentage points from its April forecast . Continue reading...

More: July update projects GDP growth of 1% this year, making UK the third fastest-growing economy in the G7 The International Monetary Fund (IMF) has upgraded its growth forecast for the UK, while leaving those for other G7 countries weaker or unchanged, amid hopes the economic impact of the Iran war may be less severe than feared.
TL;DR: July update projects GDP growth of 1% this year, making UK the third fastest-growing economy in the G7 The International Monetary Fund (IMF) has upgraded its growth forecast for the UK, while leaving those for other G7 countries weaker or unchanged, amid hopes the economic impact of the Iran war may be less severe than feared.
Read original at Theguardian
Further reading: SSRNFederal ReserveInvestopediaWikipedia

Only 5% of U.S. adults can ace this 8-question financial-literacy test. Can you?

Financial literacy just hit a 10-year low — and it is devastating bank accounts.

More: Only 5% of U.S. adults can ace this 8-question financial-literacy test. Financial literacy just hit a 10-year low — and it is devastating bank accounts.
TL;DR: Financial literacy just hit a 10-year low — and it is devastating bank accounts.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

USPS to raise stamp prices: Here's what mailing a letter will cost

USPS will increase the price of a Forever stamp on July 12 after federal regulators approved a new round of mailing service price increases.

More: Wikipedia’s Larry Sanger sounds off on his permanent ban, site's perceived left-leaning bias UN AI commission meets in Geneva, debates international AI standards US launches strikes against Iran, crude oil prices surge over 5% Wikipedia co-founder criticizes site for drifting left, banning conservative sources Trump administration launches H-1B visa fraud investigation Trump m…
TL;DR: USPS will increase the price of a Forever stamp on July 12 after federal regulators approved a new round of mailing service price increases.
Read original at Foxbusiness
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

As a once-hot stock market tumbles into bear territory, this Wall Street bull says it’s time to buy the dip

Tom Lee of Fundstrat says he’s buying the dip, and not scared off by Samsung’s losses

More: As a once-hot stock market tumbles into bear territory, this Wall Street bull says it’s time to buy the dip. Tom Lee of Fundstrat says he’s buying the dip, and not scared off by Samsung’s losses
TL;DR: Tom Lee of Fundstrat says he’s buying the dip, and not scared off by Samsung’s losses
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Kevin Warsh plans to stop scripting the Fed’s next moves. It could trigger a wild ride for traders.

James Bullard, a former president of the St. Louis Federal Reserve, said Fed Chair Kevin Warsh could decide on policy changes without signaling to the market first, sparking volatility

More: James Bullard, a former president of the St. Louis Federal Reserve, said Fed Chair Kevin Warsh could decide on policy changes without signaling to the market first, sparking volatility
TL;DR: Louis Federal Reserve, said Fed Chair Kevin Warsh could decide on policy changes without signaling to the market first, sparking volatility
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Trump’s policy mayhem is making even the Maga faithful consider walking away

Even voters who identify as foot soldiers of his political army are increasingly willing to blame Trump for their economic troubles The political consequences of Donald Trump’s policy mayhem are now coming into view: “Maga” America is getting pissed. It has been a sight to see how every one of the president’s policy initiatives has sabotaged some core constituency or other. From farmers and rural Americans to manufacturing workers and every American struggling to make ends meet, Trump has torched pretty much his entire political base. For all his efforts to rig the midterm elections in his favor, it’s as if he is daring the Maga faithful to drop him. Continue reading...

More: Trump’s policy mayhem is making even the Maga faithful consider walking away. It has been a sight to see how every one of the president’s policy initiatives has sabotaged some core constituency or other. From farmers and rural Americans to manufacturing workers and every American struggling to make ends meet, Trump has torched pretty much his entire political base.
TL;DR: Even voters who identify as foot soldiers of his political army are increasingly willing to blame Trump for their economic troubles The political consequences of Donald Trump’s policy mayhem are now coming into view: “Maga” America is getting pissed.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Apple to Spend $30 Billion on U.S.-Made Chips from Broadcom

The deal, for billions of chips, is the latest part of Apple’s domestic investment pledge.

More: Apple to Spend $30 Billion on U.S.-Made Chips from Broadcom. The deal, for billions of chips, is the latest part of Apple’s domestic investment pledge.
TL;DR: The deal, for billions of chips, is the latest part of Apple’s domestic investment pledge.
Read original at Wsj
Further reading: NBER PapersSSRNInvestopediaWikipedia

Oil prices jump by the most in two months after Trump suggests U.S.-Iran cease-fire is over

Brent crude and West Texas Intermediate contracts climbed on President Donald Trump saying dealing with Tehran is “a waste of time”

More: Oil prices jump by the most in two months after Trump suggests U.S.-Iran cease-fire is over. Brent crude and West Texas Intermediate contracts climbed on President Donald Trump saying dealing with Tehran is “a waste of time”
TL;DR: Brent crude and West Texas Intermediate contracts climbed on President Donald Trump saying dealing with Tehran is “a waste of time”
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

It was the world’s hottest stock market. Now South Korea’s stock market has entered bear-market territory

The cumulative impact of several different narratives – competition, sustainability, excessive leverage, international outflows- has sapped the Korean market of its upward mobility since clocking up a record high in June.

TL;DR: The cumulative impact of several different narratives – competition, sustainability, excessive leverage, international outflows- has sapped the Korean market of its upward mobility since clocking up a record high in June.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

Alibaba just had its best day in 10 months. Is it time for China techs to catch up?

Alibaba on Wednesday saw its best single share-price gain in 10 months, as the broader Chinese tech sector revved higher after missing the rally propelling U.S., Korean and Taiwanese companies.

TL;DR: Alibaba on Wednesday saw its best single share-price gain in 10 months, as the broader Chinese tech sector revved higher after missing the rally propelling U.S., Korean and Taiwanese companies.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Vistry shares slide as it warns of first-half loss and finance chief quits

Troubled UK housebuilder outlines plan to slim business as it grapples with market slowdown

More: Vistry shares slide as it warns of first-half loss and finance chief quits. Troubled UK housebuilder outlines plan to slim business as it grapples with market slowdown
TL;DR: Troubled UK housebuilder outlines plan to slim business as it grapples with market slowdown
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Nest plans £1bn venture capital push for UK pension savers

Ministers and City of London executives pushing for higher allocation of assets into private markets

More: Nest plans £1bn venture capital push for UK pension savers. Ministers and City of London executives pushing for higher allocation of assets into private markets
TL;DR: Ministers and City of London executives pushing for higher allocation of assets into private markets
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Santander axes top China banker and scraps perks in Asia overhaul

Spanish lender shifting focus of regional corporate and investment banking operations to south-east Asia

More: Santander axes top China banker and scraps perks in Asia overhaul. Spanish lender shifting focus of regional corporate and investment banking operations to south-east Asia
TL;DR: Spanish lender shifting focus of regional corporate and investment banking operations to south-east Asia
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Why retail investors matter more than ever to investment trusts

Boards must realise that the rise of smaller investors is ultimately a good thing

More: Why retail investors matter more than ever to investment trusts. Boards must realise that the rise of smaller investors is ultimately a good thing
TL;DR: Boards must realise that the rise of smaller investors is ultimately a good thing
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

AstraZeneca, Sino Biopharm Sign Up to $1.9 Billion Respiratory Drug Licensing Deal

Sino Biopharmaceutical will receive $200 million upfront from AstraZeneca, and will be eligible for milestone payments.

More: AstraZeneca, Sino Biopharm Sign Up to $1.9 Billion Respiratory Drug Licensing Deal. Sino Biopharmaceutical will receive $200 million upfront from AstraZeneca, and will be eligible for milestone payments.
TL;DR: Sino Biopharmaceutical will receive $200 million upfront from AstraZeneca, and will be eligible for milestone payments.
Read original at Wsj
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Hundreds of jobs at risk as John Lewis plans to cut some services

No final decision has been made but the job cuts will happen in the autumn if the redundancy plans are approved.

More: Hundreds of jobs at risk as John Lewis plans to cut some services. No final decision has been made but the job cuts will happen in the autumn if the redundancy plans are approved.
TL;DR: No final decision has been made but the job cuts will happen in the autumn if the redundancy plans are approved.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

GameStop investors clear the way for a fresh attempt at buying eBay

Shareholders approved a change that will let the video-game retailer issue more stock.

More: GameStop investors clear the way for a fresh attempt at buying eBay. Shareholders approved a change that will let the video-game retailer issue more stock.
TL;DR: Shareholders approved a change that will let the video-game retailer issue more stock.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Apple is closing in on Nvidia as it looks to reclaim title of largest U.S. company

Once the face of the AI trade, Nvidia’s valuation has compressed to levels not seen since 2013 while Apple shares continue to power higher

TL;DR: Once the face of the AI trade, Nvidia’s valuation has compressed to levels not seen since 2013 while Apple shares continue to power higher
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Oil prices rise as the U.S. cancels Iran’s license to sell oil

Oil futures climbed late Tuesday after the Treasury Department canceled a license granted on June 21 to allow for the sale of Iranian oil.

TL;DR: Oil futures climbed late Tuesday after the Treasury Department canceled a license granted on June 21 to allow for the sale of Iranian oil.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

Software stocks got crushed. Did they have it coming?

The market may be overreacting to AI risks faced by software companies

More: Software stocks got crushed. Did they have it coming?. The market may be overreacting to AI risks faced by software companies
TL;DR: The market may be overreacting to AI risks faced by software companies
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Elon Musk’s Terafab could give a major boost to this corner of the chip sector

SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS said.

More: Elon Musk’s Terafab could give a major boost to this corner of the chip sector. SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS said.
TL;DR: SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS said.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Wednesday’s Fed minutes will be revealing — but not in the way investors hope

Minutes of the Fed’s June meeting will give more insight on how new Fed Chair Kevin Warsh intends to run the central bank.

TL;DR: Minutes of the Fed’s June meeting will give more insight on how new Fed Chair Kevin Warsh intends to run the central bank.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Bond traders are watching this tracker to figure out the real odds of Fed rate hikes

A Fed gauge of wage growth is due to be updated on Friday, followed by a June reading on consumer inflation next Tuesday.

More: Bond traders are watching this tracker to figure out the real odds of Fed rate hikes. A Fed gauge of wage growth is due to be updated on Friday, followed by a June reading on consumer inflation next Tuesday.
TL;DR: A Fed gauge of wage growth is due to be updated on Friday, followed by a June reading on consumer inflation next Tuesday.
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

Tesla’s stock could rise 20% thanks to the potential for a SpaceX merger, analyst says

Some on Wall Street see an increasing likelihood that Elon Musk’s two biggest companies will combine.

More: Tesla’s stock could rise 20% thanks to the potential for a SpaceX merger, analyst says. Some on Wall Street see an increasing likelihood that Elon Musk’s two biggest companies will combine.
TL;DR: Some on Wall Street see an increasing likelihood that Elon Musk’s two biggest companies will combine.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

How AI is changing the world of retail investment

Excessive regulation could hamper innovation and harm savers

More: How AI is changing the world of retail investment. Excessive regulation could hamper innovation and harm savers
TL;DR: Excessive regulation could hamper innovation and harm savers
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Some Social Security recipients will receive 2 payments in July

A calendar quirk means SSI beneficiaries will receive two payments in July, with the second going out July 31 due to August 1 falling on a Saturday.

More: Classic Football Shirts co-founder touts 'incredible numbers' in sales amid World Cup Larry Kudlow: It's time to cut the capital gains tax This is an amazing opportunity to invest in strong companies: Spear Advisors CIO Founding member of Capitalist Pig reveals 'real wild card' facing markets We are seeing a complete driven market coming from earnings growth, Jack Janasiewicz…
TL;DR: A calendar quirk means SSI beneficiaries will receive two payments in July, with the second going out July 31 due to August 1 falling on a Saturday.
Read original at Foxbusiness
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

12 stocks favored to soar in the sector that has missed the 2026 market rally

The S&P 500’s consumer discretionary sector is the only one of 11 sectors to decline so far this year.

More: 12 stocks favored to soar in the sector that has missed the 2026 market rally. The S&P 500’s consumer discretionary sector is the only one of 11 sectors to decline so far this year.
TL;DR: The S&P 500’s consumer discretionary sector is the only one of 11 sectors to decline so far this year.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Trump floats idea of Australia’s retirement system again. But what about Social Security?

The president said his administration was working on a plan based on the Austrialian system, days after the launch of “Trump accounts” for children.

TL;DR: The president said his administration was working on a plan based on the Austrialian system, days after the launch of “Trump accounts” for children.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Rivian’s stock sale triggers worst rout for the shares in nearly two years

Rivian’s stock is down 13% as Wall Street frets about the EV maker’s cash troubles.

More: Rivian’s stock sale triggers worst rout for the shares in nearly two years. Rivian’s stock is down 13% as Wall Street frets about the EV maker’s cash troubles.
TL;DR: Rivian’s stock is down 13% as Wall Street frets about the EV maker’s cash troubles.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Gas prices surge as LNG tanker burns after 'drone' attack

Natural gas costs have risen sharply following an attack on a liquefied natural gas (LNG) tanker off the Iranian coast that has reportedly left the vessel at risk of exploding.

TL;DR: Natural gas costs have risen sharply following an attack on a liquefied natural gas (LNG) tanker off the Iranian coast that has reportedly left the vessel at risk of exploding.
Read original at News
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

NATO announces billions in defense deals. What investors should watch for now.

A number of major defense companies, including Rheinmetall and Lockheed Martin have announced billions of dollars worth of backlogs

More: NATO announces billions in defense deals. What investors should watch for now.. A number of major defense companies, including Rheinmetall and Lockheed Martin have announced billions of dollars worth of backlogs
TL;DR: A number of major defense companies, including Rheinmetall and Lockheed Martin have announced billions of dollars worth of backlogs
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

Recession off the cards but Australia faces dreary outlook, economists say

De-escalation of war in the Middle East has lowered oil prices and eased fears of economic downturn but households are still feeling the pinch Get our breaking news email , free app or daily news podcast Fears of a recession have fallen away, with economists saying that Australia is set to safely navigate the biggest global oil supply shock in history even as they warn of sub-standard growth in the year ahead. The de-escalation of the Middle East conflict has been accompanied by a major retreat in global oil prices back to prewar levels, essentially removing the worst-case scenarios contemplated before Donald Trump’s wobbly ceasefire with Iran was announced in mid-June. Continue reading...

More: De-escalation of war in the Middle East has lowered oil prices and eased fears of economic downturn but households are still feeling the pinch Get our breaking news email , free app or daily news podcast Fears of a recession have fallen away, with economists saying that Australia is set to safely navigate the biggest global oil supply shock in history even as they warn of sub-…
TL;DR: De-escalation of war in the Middle East has lowered oil prices and eased fears of economic downturn but households are still feeling the pinch Get our breaking news email , free app or daily news podcast Fears of a recession have fallen away, with economists saying that Australia is set to safely navigate the biggest global oil supply shock in history even as they warn of sub-standard growth in the year ahead.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Micron’s stock falls as investors wonder if the memory market is near the top

“Most investor feedback continues to point to a skittish AI tape,” one analyst said.

More: Micron’s stock falls as investors wonder if the memory market is near the top. “Most investor feedback continues to point to a skittish AI tape,” one analyst said.
TL;DR: “Most investor feedback continues to point to a skittish AI tape,” one analyst said.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

SpaceX wins wild praise, with one analyst going so far as to predict a 400% stock surge

Wall Street is using colorful language as analysts cheer major upside potential for SpaceX’s stock.

More: SpaceX wins wild praise, with one analyst going so far as to predict a 400% stock surge. Wall Street is using colorful language as analysts cheer major upside potential for SpaceX’s stock.
TL;DR: Wall Street is using colorful language as analysts cheer major upside potential for SpaceX’s stock.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Terry Smith accuses Unilever of misleading him over $66bn food deal

Veteran fund manager says management told him before the spin-off there would not be any more major asset sales

TL;DR: Veteran fund manager says management told him before the spin-off there would not be any more major asset sales
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Act soon to change ‘unsustainable’ direction of UK debt, OBR warns

Forecaster says curtailing rising costs such as health and pensions ‘are today’s challenge, not just tomorrow’s’ Business live – latest updates Policymakers must act to prevent public debt rising unsustainably in coming decades as the population ages and defence spending rises, the government’s independent economic forecaster has said. In a fresh illustration of the challenges facing the prime minister in waiting, Andy Burnham, the Office for Budget Responsibility (OBR) said that without government action “debt would move on to what would be an unsustainable, ever-upward path from around the 2040s”. Continue reading...

More: Forecaster says curtailing rising costs such as health and pensions ‘are today’s challenge, not just tomorrow’s’ Business live – latest updates Policymakers must act to prevent public debt rising unsustainably in coming decades as the population ages and defence spending rises, the government’s independent economic forecaster has said.
TL;DR: Forecaster says curtailing rising costs such as health and pensions ‘are today’s challenge, not just tomorrow’s’ Business live – latest updates Policymakers must act to prevent public debt rising unsustainably in coming decades as the population ages and defence spending rises, the government’s independent economic forecaster has said.
Read original at Theguardian
Further reading: SSRNNBER PapersInvestopediaWikipedia

Condos are getting cheaper — but list prices don’t include this fast-growing hidden cost

New lending requirements, rising insurance premiums and aging buildings have contributed to the rising cost of condo ownership.

More: Condos are getting cheaper — but list prices don’t include this fast-growing hidden cost. New lending requirements, rising insurance premiums and aging buildings have contributed to the rising cost of condo ownership.
TL;DR: New lending requirements, rising insurance premiums and aging buildings have contributed to the rising cost of condo ownership.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Russia’s oil refineries are burning — and, now, so is its bond market

Fuel shortages in Russia may achieve what nothing — and nobody — else could: force Putin to the negotiating table.

More: Russia’s oil refineries are burning — and, now, so is its bond market. Fuel shortages in Russia may achieve what nothing — and nobody — else could: force Putin to the negotiating table.
TL;DR: Fuel shortages in Russia may achieve what nothing — and nobody — else could: force Putin to the negotiating table.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

London IPO candidate CFC hires ex-Direct Line chief as new boss

Private equity-backed business is exploring strategic options including a potential listing on the LSE

More: London IPO candidate CFC hires ex-Direct Line chief as new boss. Private equity-backed business is exploring strategic options including a potential listing on the LSE
TL;DR: Private equity-backed business is exploring strategic options including a potential listing on the LSE
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Half of Americans struggle to afford groceries and gas, exclusive poll finds

About 57% of polled Americans also believe economy is worsening in grim portrait of cost of living crisis, according to Harris survey for the Guardian Ninety-five per cent of Americans believe the US is suffering an affordability crisis, as many report trouble with the rising cost of groceries and gas, according to an exclusive new poll conducted for the Guardian. The survey, conducted by Harris Poll, paints a bleak picture of how people feel about the US economy amid the war in Iran and ahead of the key midterm elections this fall. Continue reading...

More: About 57% of polled Americans also believe economy is worsening in grim portrait of cost of living crisis, according to Harris survey for the Guardian Ninety-five per cent of Americans believe the US is suffering an affordability crisis, as many report trouble with the rising cost of groceries and gas, according to an exclusive new poll conducted for the Guardian.
TL;DR: About 57% of polled Americans also believe economy is worsening in grim portrait of cost of living crisis, according to Harris survey for the Guardian Ninety-five per cent of Americans believe the US is suffering an affordability crisis, as many report trouble with the rising cost of groceries and gas, according to an exclusive new poll conducted for the Guardian.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

The bull market got a new lease on life — can it last?

The market-timers’ bullishness is a mile wide but only an inch deep

More: The bull market got a new lease on life — can it last?. The market-timers’ bullishness is a mile wide but only an inch deep
TL;DR: The market-timers’ bullishness is a mile wide but only an inch deep
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

‘Our family is broken beyond repair’: My brother took over my parents’ finances. What can I do?

“Without telling me, my brother petitioned for sole guardianship of our mother.”

More: ‘Our family is broken beyond repair’: My brother took over my parents’ finances. What can I do?. “Without telling me, my brother petitioned for sole guardianship of our mother.”
TL;DR: “Without telling me, my brother petitioned for sole guardianship of our mother.”
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

Why these global stocks with a high barrier to entry are winning the war on AI disruption

Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead.

More: Why these global stocks with a high barrier to entry are winning the war on AI disruption. Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead.
TL;DR: Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Just how K-shaped is the U.S. economy? The top 10% spend nearly as much, excluding essentials, as bottom 70% combined

The gulf between the rich and everyone else is laid out in a stark analysis done by Bank of America’s economists on household spending.

More: Just how K-shaped is the U.S. The top 10% spend nearly as much, excluding essentials, as bottom 70% combined. The gulf between the rich and everyone else is laid out in a stark analysis done by Bank of America’s economists on household spending.
TL;DR: The gulf between the rich and everyone else is laid out in a stark analysis done by Bank of America’s economists on household spending.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Will Someone Finally Blink in the AI Spending War?

If Meta does rent out excess compute, it could signal that big tech has overbuilt.

More: Will Someone Finally Blink in the AI Spending War?. If Meta does rent out excess compute, it could signal that big tech has overbuilt.
TL;DR: If Meta does rent out excess compute, it could signal that big tech has overbuilt.
Read original at Wsj
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Tough crowd for Samsung as record quarterly earnings brings out the sellers

Samsung Electronics shareholders proved a difficult audience to please.

More: Tough crowd for Samsung as record quarterly earnings brings out the sellers. Samsung Electronics shareholders proved a difficult audience to please.
TL;DR: Samsung Electronics shareholders proved a difficult audience to please.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Top banking watchdogs issue stark warning over AI-driven cyber attacks

IT weaknesses could be exploited by frontier models in a ‘matter of minutes or hours’, say ECB and ESRB

More: Top banking watchdogs issue stark warning over AI-driven cyber attacks. IT weaknesses could be exploited by frontier models in a ‘matter of minutes or hours’, say ECB and ESRB
TL;DR: IT weaknesses could be exploited by frontier models in a ‘matter of minutes or hours’, say ECB and ESRB
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Average new car payment reaches all-time high as affordability issues persist

Average new car payments hit a record $770 per month as auto loan debt nationwide surged to $1.685 trillion, surpassing student loan balances.

More: Trump pressures NATO to pay more as Congress races to rebuild US defense Congressman Self discusses NATO's reliability and Putin's potential aggression Trump lands in Turkey for NATO summit President Trump lands in Turkey for NATO summit amid global tensions Wall Street analyst predicts AI to drive largest infrastructure build-out in history General Keane: Putin's actions risk…
TL;DR: Average new car payments hit a record $770 per month as auto loan debt nationwide surged to $1.685 trillion, surpassing student loan balances.
Read original at Foxbusiness
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

SpaceX’s two lead underwriters have a $1 trillion chasm in their valuation as quiet period ends

The two lead underwriters on SpaceX’s initial public offering, Goldman Sachs and Morgan Stanley, have a valuation gap of more than $1 trillion as they both initiated coverage at buy.

TL;DR: The two lead underwriters on SpaceX’s initial public offering, Goldman Sachs and Morgan Stanley, have a valuation gap of more than $1 trillion as they both initiated coverage at buy.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Share

The pitched battle for business users comes as AI companies seek lasting streams of revenue.

More: AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Share. The pitched battle for business users comes as AI companies seek lasting streams of revenue.
TL;DR: The pitched battle for business users comes as AI companies seek lasting streams of revenue.
Read original at Wsj
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

'I wear it on my middle finger': The rise of the defiant divorce ring

Around the world women are marking their split with new - or repurposed engagement - rings.

More: 'I wear it on my middle finger': The rise of the defiant divorce ring. Around the world women are marking their split with new - or repurposed engagement - rings.
TL;DR: Around the world women are marking their split with new - or repurposed engagement - rings.
Read original at Bbc
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Banks accused of failing most vulnerable customers

Homeless people or those in financial hardship have been pushed to online applications and away from basic bank accounts.

More: Cost of living correspondent Published 5 minutes ago Some of the UK's biggest banks have been failing their most vulnerable customers, according to the financial regulator. Now, the nine UK banks and building societies which operate basic bank accounts have agreed to demands from the Financial Conduct Authority (FCA) to make access more straightforward.
TL;DR: Homeless people or those in financial hardship have been pushed to online applications and away from basic bank accounts.
Read original at Bbc
Further reading: NBER PapersSSRNInvestopediaWikipedia

Trump calls Walmart ‘patriotic’ for cutting beef prices — in a stark change of tune

The president hasn’t always approved of Walmart’s moves, having criticized the chain’s response to tariffs last year.

More: Trump calls Walmart ‘patriotic’ for cutting beef prices — in a stark change of tune. The president hasn’t always approved of Walmart’s moves, having criticized the chain’s response to tariffs last year.
TL;DR: The president hasn’t always approved of Walmart’s moves, having criticized the chain’s response to tariffs last year.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

The Nasdaq-100 has been far more volatile than the S&P 500. Now add SpaceX to the mix.

While SpaceX is due to join the Nasdaq-100 on Tuesday, it won’t become part of the S&P 500 for at least another year — likely furthering the volatility spread between those two indexes.

TL;DR: While SpaceX is due to join the Nasdaq-100 on Tuesday, it won’t become part of the S&P 500 for at least another year — likely furthering the volatility spread between those two indexes.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

U.S.-Belgium match could draw record TV audience amid the Trump World Cup controversy

Some industry experts are predicting all-time viewing records for a U.S. soccer game

More: U.S.-Belgium match could draw record TV audience amid the Trump World Cup controversy. Some industry experts are predicting all-time viewing records for a U.S. soccer game
TL;DR: Some industry experts are predicting all-time viewing records for a U.S.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

If the stock market’s double bubble bursts, it could usher in the next crash

While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.

More: If the stock market’s double bubble bursts, it could usher in the next crash. While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.
TL;DR: While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

The World Bank has ditched its climate targets

The rise and fall of the institution’s love for green growth

More: The World Bank has ditched its climate targets. The rise and fall of the institution’s love for green growth
TL;DR: The rise and fall of the institution’s love for green growth
Read original at Economist
Further reading: SSRNFederal ReserveInvestopediaWikipedia

Dell’s stock gets another Trump bump — but this time it’s fading

The president recommended that people buy Dell computers while speaking about the launch of “Trump accounts” on Monday.

More: Dell’s stock gets another Trump bump — but this time it’s fading. The president recommended that people buy Dell computers while speaking about the launch of “Trump accounts” on Monday.
TL;DR: The president recommended that people buy Dell computers while speaking about the launch of “Trump accounts” on Monday.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

Who should handle your estate plan: Your lawyer or your financial adviser?

The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.

TL;DR: The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Hedge fund run by ex-OpenAI researcher bets on SK Hynix’s US IPO

Situational Awareness joins UK investor Baillie Gifford backing the South Korean memory maker’s American debut

More: Hedge fund run by ex-OpenAI researcher bets on SK Hynix’s US IPO. Situational Awareness joins UK investor Baillie Gifford backing the South Korean memory maker’s American debut
TL;DR: Situational Awareness joins UK investor Baillie Gifford backing the South Korean memory maker’s American debut
Read original at Ft
Further reading: SSRNInvestopediaKhan Academy EconomicsWikipedia

Nine microcap stocks of companies expected to grow sales by triple digits through 2028

The Russell Microcap Index has more than doubled the performance of the S&P 500 this year.

More: Nine microcap stocks of companies expected to grow sales by triple digits through 2028. The Russell Microcap Index has more than doubled the performance of the S&P 500 this year.
TL;DR: The Russell Microcap Index has more than doubled the performance of the S&P 500 this year.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

Software stocks have rarely seen such divergent performances. Here’s how to pick winners.

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there’s still hope for companies like Salesforce.

More: Software stocks have rarely seen such divergent performances. An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there’s still hope for companies like Salesforce.
TL;DR: An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Xbox’s CEO says the business is ‘not healthy’ as it prepares for 3,200 layoffs

With shares down 20% this year, Microsoft joins peers like Meta and Oracle in using layoffs to offset rising costs of the AI race

More: Xbox’s CEO says the business is ‘not healthy’ as it prepares for 3,200 layoffs. With shares down 20% this year, Microsoft joins peers like Meta and Oracle in using layoffs to offset rising costs of the AI race
TL;DR: With shares down 20% this year, Microsoft joins peers like Meta and Oracle in using layoffs to offset rising costs of the AI race
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

Need a ‘Trump account’ for your child? The Social Security Administration has set up automatic enrollment.

Parents will be able to sign a child up for the investment account at birth.

More: Need a ‘Trump account’ for your child? The Social Security Administration has set up automatic enrollment.. Parents will be able to sign a child up for the investment account at birth.
TL;DR: Parents will be able to sign a child up for the investment account at birth.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Trump admin maps out sweeping rollback of regulations in push to save $1.5T

The 2026 regulatory plan targets 702 federal rules with a projected $1.5 trillion in cost savings, dwarfing last year's record $211.8 billion.

More: Buying the dip has been almost foolproof for the past decade: strategist Charles Payne: Investors had history to console them Market is 'still so strong' despite pied-a-terre tax, real estate expert observes Bookstores making a comeback in US Ro Khanna called out for wealth tax expansion Gen.
TL;DR: The 2026 regulatory plan targets 702 federal rules with a projected $1.5 trillion in cost savings, dwarfing last year's record $211.8 billion.
Read original at Foxbusiness
Further reading: SSRNFederal ReserveKhan Academy EconomicsWikipedia

Micron’s stock gains, signaling a ‘return to optimism’ about the chip sector

Investors are looking forward to Samsung’s earnings and SK Hynix’s ADR listing, experts say.

More: Micron’s stock gains, signaling a ‘return to optimism’ about the chip sector. Investors are looking forward to Samsung’s earnings and SK Hynix’s ADR listing, experts say.
TL;DR: Investors are looking forward to Samsung’s earnings and SK Hynix’s ADR listing, experts say.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Xbox 'reset' as Microsoft cuts 4,800 jobs

Microsoft has revealed 4,800 job losses globally, with the bulk of the pain to be felt at its struggling Xbox gaming unit where a fifth of its workforce is facing the axe.

TL;DR: Microsoft has revealed 4,800 job losses globally, with the bulk of the pain to be felt at its struggling Xbox gaming unit where a fifth of its workforce is facing the axe.
Read original at News
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

TeraWulf’s stock surges after a $19 billion deal with Anthropic

The deal “validates” the crypto-mining company’s pivot to supporting the AI buildout, its CEO said.

More: TeraWulf’s stock surges after a $19 billion deal with Anthropic. The deal “validates” the crypto-mining company’s pivot to supporting the AI buildout, its CEO said.
TL;DR: The deal “validates” the crypto-mining company’s pivot to supporting the AI buildout, its CEO said.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Trump rings Wall Street opening bells and says the stock market ‘is going to go through the roof’

Trump used the occasion to promote the launch of “Trump accounts,” which are special investment accounts for children under age 18.

More: Trump rings Wall Street opening bells and says the stock market ‘is going to go through the roof’. Trump used the occasion to promote the launch of “Trump accounts,” which are special investment accounts for children under age 18.
TL;DR: Trump used the occasion to promote the launch of “Trump accounts,” which are special investment accounts for children under age 18.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveInvestopediaWikipedia

Microsoft Is Cutting More Than 3,000 Jobs in Xbox Division

The videogame unit’s revenue has fallen and its Netflix-like subscription service is far below expectations.

More: Microsoft Is Cutting More Than 3,000 Jobs in Xbox Division. The videogame unit’s revenue has fallen and its Netflix-like subscription service is far below expectations.
TL;DR: The videogame unit’s revenue has fallen and its Netflix-like subscription service is far below expectations.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan says

Strategists at the investment bank outlined five key drivers for global equities in the months ahead

More: Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan says. Strategists at the investment bank outlined five key drivers for global equities in the months ahead
TL;DR: Strategists at the investment bank outlined five key drivers for global equities in the months ahead
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

Your investing expectations are more than double the reality. Here is the tough truth.

Long-term real returns above 10% annualized are exceedingly rare.

More: Your investing expectations are more than double the reality. Here is the tough truth.. Long-term real returns above 10% annualized are exceedingly rare.
TL;DR: Long-term real returns above 10% annualized are exceedingly rare.
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

How two hedge fund managers helped revolutionise US football

Fifa red card scandal overshadows turnaround in US men’s football

More: How two hedge fund managers helped revolutionise US football. Fifa red card scandal overshadows turnaround in US men’s football
TL;DR: Fifa red card scandal overshadows turnaround in US men’s football
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Stocks rally when Congress goes on summer break. Here is the hidden reason.

Stock prices face greater volatility when lawmakers are active, driven entirely by the regulatory uncertainty they create.

More: Stocks rally when Congress goes on summer break. Here is the hidden reason.. Stock prices face greater volatility when lawmakers are active, driven entirely by the regulatory uncertainty they create.
TL;DR: Stock prices face greater volatility when lawmakers are active, driven entirely by the regulatory uncertainty they create.
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

What does Sky's £1.6bn deal with ITV mean for viewers?

The residents of Coronation Street might have survived serial killers and tram crashes, but the biggest ITV plot twist has been unfolding in the boardroom.

TL;DR: The residents of Coronation Street might have survived serial killers and tram crashes, but the biggest ITV plot twist has been unfolding in the boardroom.
Read original at News
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Highflying hedge fund run by former OpenAI researcher will be cornerstone investor in SK Hynix U.S. listing

Three major investors in the technology sector will back SK Hynix’s offering of American depository receipts that is expected this week.

More: Highflying hedge fund run by former OpenAI researcher will be cornerstone investor in SK Hynix U.S. Three major investors in the technology sector will back SK Hynix’s offering of American depository receipts that is expected this week.
TL;DR: Three major investors in the technology sector will back SK Hynix’s offering of American depository receipts that is expected this week.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

As oil exits the ‘danger zone,’ here’s what history suggests happens next for stocks

The swift pullback in oil prices is a tailwind for the economy, says Evercore ISI

More: As oil exits the ‘danger zone,’ here’s what history suggests happens next for stocks. The swift pullback in oil prices is a tailwind for the economy, says Evercore ISI
TL;DR: The swift pullback in oil prices is a tailwind for the economy, says Evercore ISI
Read original at Marketwatch
Further reading: NBER PapersInvestopediaKhan Academy EconomicsWikipedia

Two things Samsung might be considering: price hikes and a U.S. listing

Samsung Electronics is reportedly proposing to raise the average selling price of its dynamic random access memory chips by 20%, another sign of the bottlenecks that are gripping the industry.

TL;DR: Samsung Electronics is reportedly proposing to raise the average selling price of its dynamic random access memory chips by 20%, another sign of the bottlenecks that are gripping the industry.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

EasyJet agrees to a takeover price. The market has its doubts on the deal.

EasyJet shares traded at a discount to the price the U.K. airline says it’s reached with an American investment firm on a buyout.

More: EasyJet agrees to a takeover price. The market has its doubts on the deal.. airline says it’s reached with an American investment firm on a buyout.
TL;DR: EasyJet shares traded at a discount to the price the U.K.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

CVC sells marina business for more than €1bn as yacht market booms

French private equity firm InfraVia’s purchase of D-Marin is latest in a flurry of investments in sector

More: CVC sells marina business for more than €1bn as yacht market booms. French private equity firm InfraVia’s purchase of D-Marin is latest in a flurry of investments in sector
TL;DR: French private equity firm InfraVia’s purchase of D-Marin is latest in a flurry of investments in sector
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

The chip pullback is ushering in a bumpy market. These sectors are the best bets now, according to Morgan Stanley.

The once-hot semiconductor trade has seen a cooling in the last couple of weeks, which is not only likely to continue, but usher in a bumpy ride for the overall stock market.

TL;DR: The once-hot semiconductor trade has seen a cooling in the last couple of weeks, which is not only likely to continue, but usher in a bumpy ride for the overall stock market.
Read original at Marketwatch
Further reading: NBER PapersFederal ReserveKhan Academy EconomicsWikipedia

EasyJet agrees 'in principle' to £5.2bn takeover deal

EasyJet has reached an agreement in principle with a US investment firm over a potential takeover offer worth around £5.2bn.

More: EasyJet has reached an agreement in principle with a US investment firm over a potential takeover offer worth around £5.2bn. EasyJet is one of Europe's largest airlines. One significant regulatory hurdle is that EasyJet is a European company, so by EU rules it needs to be 51% owned by a European company.
TL;DR: The low-cost airline had previously rejected four takeover offers from US investment firm Castlelake.
Read original at Bbc
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Novartis to Buy Myricx Bio for Up to $1.5 Billion

The deal for the privately held U.K.-based biotechnology firm will help bolster Novartis’s oncology capabilities.

TL;DR: The deal for the privately held U.K.-based biotechnology firm will help bolster Novartis’s oncology capabilities.
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The great wealth transfer rattling Wall Street

Plus, Elliott Management’s ‘Tiger Cubs’, a lifeline for private credit and mini golf at Battersea Arts Centre

TL;DR: Plus, Elliott Management’s ‘Tiger Cubs’, a lifeline for private credit and mini golf at Battersea Arts Centre
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Big investors commit billions to private credit despite turmoil

Institutional investors poured money into funds as retail money fled

More: Big investors commit billions to private credit despite turmoil. Institutional investors poured money into funds as retail money fled
TL;DR: Institutional investors poured money into funds as retail money fled
Read original at Ft
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

The EU that the UK left no longer exists | Mujtaba Rahman

Andy Burnham’s rise has stoked talk of the terms for a future British return – but this is the wrong question The question of the UK’s relationship with the EU has resurfaced with Keir Starmer’s premiership drawing to a close and Andy Burnham, his likely successor, preparing to enter No 10. Wes Streeting, until recently one of the contenders for the top job and now a possible future chancellor of the exchequer, went as far as to say recently that Britain should be back in the EU . The “rejoin” debate in the UK has focused squarely and, parochially, on two things. The first is the cost imposed by Brexit on the UK economy , the second is the price of rejoining – in other words, whether the UK would be able to win back its previous opt-outs from the Euro and Schengen areas. Mujtaba Rahman is the managing director for Europe at Eurasia Group, a political risk research and consulting firm Continue reading...

More: The EU that the UK left no longer exists | Mujtaba Rahman. The “rejoin” debate in the UK has focused squarely and, parochially, on two things. The first is the cost imposed by Brexit on the UK economy , the second is the price of rejoining – in other words, whether the UK would be able to win back its previous opt-outs from the Euro and Schengen areas.
TL;DR: Andy Burnham’s rise has stoked talk of the terms for a future British return – but this is the wrong question The question of the UK’s relationship with the EU has resurfaced with Keir Starmer’s premiership drawing to a close and Andy Burnham, his likely successor, preparing to enter No 10.
Read original at Theguardian
Further reading: SSRNNBER PapersInvestopediaWikipedia

The reality check of leaving the abstract world of finance

Why banking does not prepare you for corporate life

More: The reality check of leaving the abstract world of finance. Why banking does not prepare you for corporate life
TL;DR: Why banking does not prepare you for corporate life
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Big Tech Has Suddenly Flipped on the AI Jobs Wipeout Scenario

As public opinion of AI has shifted into the negative, warnings of mass employment reductions have also diminished.

TL;DR: As public opinion of AI has shifted into the negative, warnings of mass employment reductions have also diminished.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

U.S. stock futures rise as Wall Street looks to extend its rally coming off the holiday weekend

U.S. stock-index futures gained on Sunday, with Wall Street looking to extend last week’s gains.

More: stock futures rise as Wall Street looks to extend its rally coming off the holiday weekend. stock-index futures gained on Sunday, with Wall Street looking to extend last week’s gains.
TL;DR: stock-index futures gained on Sunday, with Wall Street looking to extend last week’s gains.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

UK regulator warns of ‘arms race’ to keep up with AI use in financial services

FCA official makes case for greater powers for watchdog as millions use technology for personal finance decisions

More: UK regulator warns of ‘arms race’ to keep up with AI use in financial services. FCA official makes case for greater powers for watchdog as millions use technology for personal finance decisions
TL;DR: FCA official makes case for greater powers for watchdog as millions use technology for personal finance decisions
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

OPEC+ raises output levels again despite tumbling crude prices

Major oil producers on Sunday agreed once again to modestly increase their crude production, although, as in previous months, the hike is largely symbolic until a peace deal between the U.S. and Iran sticks and the Strait of Hormuz is fully reopened to shipping traffic.

More: OPEC+ raises output levels again despite tumbling crude prices. Major oil producers on Sunday agreed once again to modestly increase their crude production, although, as in previous months, the hike is largely symbolic until a peace deal between the U.S. and Iran sticks and the Strait of Hormuz is fully reopened to shipping traffic.
TL;DR: Major oil producers on Sunday agreed once again to modestly increase their crude production, although, as in previous months, the hike is largely symbolic until a peace deal between the U.S.
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

Forget Wall Street. Elite Students Are Spending Their Summers on Startup Dreams.

As AI disrupts traditional career paths, these college students are skipping corporate internships for San Francisco hacker houses and incubators.

TL;DR: As AI disrupts traditional career paths, these college students are skipping corporate internships for San Francisco hacker houses and incubators.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Opinion | Telling Time Is a Complicated Business

To stay in sync, we rely on an intricate and fragile system.

More: Opinion | Telling Time Is a Complicated Business. To stay in sync, we rely on an intricate and fragile system.
TL;DR: To stay in sync, we rely on an intricate and fragile system.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

BMW North America CEO touts ‘long game’ in US as $1.7B South Carolina EV expansion takes shape

Sebastian Mackensen said BMW is doing more than making promises as the automaker completes its $1.7 billion South Carolina expansion and expands its U.S. EV footprint.

More: Wall Street braces for inflation report as Federal Reserve faces growing divide Iran tensions fuel oil rally as AI stocks split ahead of bank earnings season Fed divided on interest rates as AI spending raises fresh inflation concerns This is not a regime that's 'rational': Former energy secretary Marc Lasry maintains market optimism despite Iran tensions after accurate predic…
TL;DR: Sebastian Mackensen said BMW is doing more than making promises as the automaker completes its $1.7 billion South Carolina expansion and expands its U.S.
Read original at Foxbusiness
Further reading: SSRNNBER PapersInvestopediaWikipedia

Why the stock-market’s red-hot momentum trade might be headed for a violent unwind this month

Momentum trades tend to struggle in July — but this year may be particularly volatile, says one strategist. The rumblings have already started.

More: Why the stock-market’s red-hot momentum trade might be headed for a violent unwind this month. Momentum trades tend to struggle in July — but this year may be particularly volatile, says one strategist. The rumblings have already started.
TL;DR: Momentum trades tend to struggle in July — but this year may be particularly volatile, says one strategist.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

SpaceX’s Telecom Dreams

Plus: The end of Anthropic’s Fable ban, high-earner families explore alternative schools, how data-center water use is actually higher than reported and more

TL;DR: Plus: The end of Anthropic’s Fable ban, high-earner families explore alternative schools, how data-center water use is actually higher than reported and more
Read original at Wsj
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

‘New direction, same old problems’: the economic challenges facing Andy Burnham | Richard Partington

Blair met good fortune when he assumed office, others such as Wilson faced tougher times. The PM-presumptive will start firmly on the back foot Make Miliband chancellor, ex-chief Treasury adviser tells Burnham John Harris: Without a good revival plan, Burnham cannot succeed In politics, timing and luck matter. Tony Blair had astounding good fortune, benefiting from goldilocks economic conditions and a weak opposition. Others have taken charge in tougher times: in. the 1970s Harold Wilson faced a global energy crisis, as have the last four occupants of No 10. As Andy Burnham prepares to replace Keir Starmer , there are clear economic headwinds for the prime minister-presumptive. Continue reading...

More: ‘New direction, same old problems’: the economic challenges facing Andy Burnham | Richard Partington. Tony Blair had astounding good fortune, benefiting from goldilocks economic conditions and a weak opposition. As Andy Burnham prepares to replace Keir Starmer , there are clear economic headwinds for the prime minister-presumptive.
TL;DR: Blair met good fortune when he assumed office, others such as Wilson faced tougher times.
Read original at Theguardian
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Make Ed Miliband chancellor, ex-chief Treasury adviser tells Andy Burnham

Nicholas Stern joins growing number backing Miliband, saying he has vision and experience to revive economy A former chief economic adviser to the Treasury has called on Andy Burnham to appoint Ed Miliband as chancellor, arguing the energy secretary has a “bold” vision to revive the economy. Nicholas Stern, a professor at the London School of Economics who was a senior figure in the Treasury during Gordon Brown’s tenure, said only Miliband had the experience and the strategic vision to accelerate investment and rebuild public trust in the state’s ability to “get things done”. Continue reading...

More: Nicholas Stern joins growing number backing Miliband, saying he has vision and experience to revive economy A former chief economic adviser to the Treasury has called on Andy Burnham to appoint Ed Miliband as chancellor, arguing the energy secretary has a “bold” vision to revive the economy.
TL;DR: Nicholas Stern joins growing number backing Miliband, saying he has vision and experience to revive economy A former chief economic adviser to the Treasury has called on Andy Burnham to appoint Ed Miliband as chancellor, arguing the energy secretary has a “bold” vision to revive the economy.
Read original at Theguardian
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

AI has torched the market for junior programmers

In early 2025 I predicted that AI will create many, many more programmers , and that new programming jobs would look different.

More: AI has torched the market for junior programmers. This post is the next check-in, and I have good news and bad news. The bad news: AI has torched the market for junior programmers.
TL;DR: In early 2025 I predicted that AI will create many, many more programmers , and that new programming jobs would look different.
Read original at Seldo
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

When it comes to beating the stock market, no news really is good news

A new study has found a flaw in how people interpret the very headlines they are seeing.

More: When it comes to beating the stock market, no news really is good news. A new study has found a flaw in how people interpret the very headlines they are seeing.
TL;DR: A new study has found a flaw in how people interpret the very headlines they are seeing.
Read original at Marketwatch
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

How BlueCrest’s Michael Platt fell foul of the UK taxman

The billionaire hedge fund manager has a history of making big bets. Not all of them have come off

More: How BlueCrest’s Michael Platt fell foul of the UK taxman. The billionaire hedge fund manager has a history of making big bets. Not all of them have come off
TL;DR: The billionaire hedge fund manager has a history of making big bets.
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

UBS makes progress in its quest for mediocrity in the US

Bank is aiming for an 18 per cent pre-tax profit margin in the US wealth business by 2028

TL;DR: Bank is aiming for an 18 per cent pre-tax profit margin in the US wealth business by 2028
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

High-Earner Families Are Ditching Traditional Schools for Life Skills and AI

People who can afford to send their grade-school kids anywhere are choosing new alternative education.

More: High-Earner Families Are Ditching Traditional Schools for Life Skills and AI. People who can afford to send their grade-school kids anywhere are choosing new alternative education.
TL;DR: People who can afford to send their grade-school kids anywhere are choosing new alternative education.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Opinion | 250 Years of American Enterprise

A nation with a government, not the other way around.

More: Opinion | 250 Years of American Enterprise. A nation with a government, not the other way around.
TL;DR: A nation with a government, not the other way around.
Read original at Wsj
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

AI infrastructure stocks have overtaken big tech hyperscalers in an ‘extraordinary’ shift, says UBS research arm

A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers”

TL;DR: A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers”
Read original at Marketwatch
Further reading: SSRNNBER PapersInvestopediaWikipedia

A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. stocks.

In a market dominated by tech stocks, a big test is facing investors in the next 12 months, warns MacroResearchBoard

More: A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. In a market dominated by tech stocks, a big test is facing investors in the next 12 months, warns MacroResearchBoard
TL;DR: In a market dominated by tech stocks, a big test is facing investors in the next 12 months, warns MacroResearchBoard
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

U.S. stocks have delivered 8.7% a year since independence was declared in 1776

What 250 years of independence have meant for America’s investors.

More: stocks have delivered 8.7% a year since independence was declared in 1776. What 250 years of independence have meant for America’s investors.
TL;DR: What 250 years of independence have meant for America’s investors.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Drugmaker Ipsen Sees More Deals Coming to Continue Buying Spree

The drugmaker sees gaps in its portfolio and has the financial means to fill them, its chief business officer said, signaling more deals are to come after this week’s pair of acquisitions.

TL;DR: The drugmaker sees gaps in its portfolio and has the financial means to fill them, its chief business officer said, signaling more deals are to come after this week’s pair of acquisitions.
Read original at Wsj
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Am I better off claiming Social Security early and investing the money, or delaying until age 70?

“I have a monthly pension worth $11,000 and Social Security income of $4,000.”

More: Am I better off claiming Social Security early and investing the money, or delaying until age 70?. “I have a monthly pension worth $11,000 and Social Security income of $4,000.”
TL;DR: “I have a monthly pension worth $11,000 and Social Security income of $4,000.”
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

A week of wild volatility for Korean stocks brought to a rousing finale by reports of Anthropic-Samsung deal

While it’s still delivered a 164% return so far in 2026, the Korean stock market has shown signs of fatigue in recent months

More: A week of wild volatility for Korean stocks brought to a rousing finale by reports of Anthropic-Samsung deal. While it’s still delivered a 164% return so far in 2026, the Korean stock market has shown signs of fatigue in recent months
TL;DR: While it’s still delivered a 164% return so far in 2026, the Korean stock market has shown signs of fatigue in recent months
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Michael Burry makes a bearish bet against hot memory stock Micron: reports

The ‘Big Short’ investor has intensified his gloom around the artificial intelligence trade with a reported fresh bearish bet on memory-chip maker Micron

TL;DR: The ‘Big Short’ investor has intensified his gloom around the artificial intelligence trade with a reported fresh bearish bet on memory-chip maker Micron
Read original at Marketwatch
Further reading: NBER PapersSSRNInvestopediaWikipedia

How to sell your home in a slow market

When sales are sluggish and the landscape has radically changed, strategies need sharpening

More: How to sell your home in a slow market. When sales are sluggish and the landscape has radically changed, strategies need sharpening
TL;DR: When sales are sluggish and the landscape has radically changed, strategies need sharpening
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

AI Split Asia Into Winners and Losers. The Balance Looks Unsustainable.

Cracks are appearing in the artificial-intelligence trade, whiplashing tech-heavy indexes as doubts about the profitability and sustainability of the AI build-out creep in.

TL;DR: Cracks are appearing in the artificial-intelligence trade, whiplashing tech-heavy indexes as doubts about the profitability and sustainability of the AI build-out creep in.
Read original at Wsj
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

AI Data Centers Use Far More Water Than Most Tech Giants Report

Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.

TL;DR: Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.
Read original at Wsj
Further reading: NBER PapersSSRNInvestopediaWikipedia

Taking the measure of the UK as a financial service centre

Turning a data-fuelled quantitative international ranking project into a thing about London

More: Taking the measure of the UK as a financial service centre. Turning a data-fuelled quantitative international ranking project into a thing about London
TL;DR: Turning a data-fuelled quantitative international ranking project into a thing about London
Read original at Ft
Further reading: NBER PapersSSRNInvestopediaWikipedia

Starling Bank to cut jobs to simplify operations as profits dip

Neobank plans to restructure banking and tech operations, leading to elimination of ‘duplicate’ roles

More: Starling Bank to cut jobs to simplify operations as profits dip. Neobank plans to restructure banking and tech operations, leading to elimination of ‘duplicate’ roles
TL;DR: Neobank plans to restructure banking and tech operations, leading to elimination of ‘duplicate’ roles
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Oil price ‘may fall to $60 a barrel’ as voyages through the strait of Hormuz jump – business live

Rolling coverage of the latest economic and financial news Voyages through the Strait of Hormuz have more than quadrupled in the past week amid growing confidence in the US and Iran’s 60-day ceasefire, the Financial Times reports . The number of traceable journeys by ships passing into and out of the Gulf each day has increased from between one and two for the majority of the conflict to eight on July 1, according to a moving seven-day average from maritime data platform Signal. More here . “Fundamentals are rapidly reasserting themselves. Shipping flows are normalizing, Chinese buyers remain absent, physical crude markets have weakened sharply, and inventories have drawn far less than expected.” Continue reading...

More: Oil price ‘may fall to $60 a barrel’ as voyages through the strait of Hormuz jump – business live. The number of traceable journeys by ships passing into and out of the Gulf each day has increased from between one and two for the majority of the conflict to eight on July 1, according to a moving seven-day average from maritime data platform Signal.
TL;DR: Rolling coverage of the latest economic and financial news Voyages through the Strait of Hormuz have more than quadrupled in the past week amid growing confidence in the US and Iran’s 60-day ceasefire, the Financial Times reports .
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Burnham’s funding gap: what state are UK finances in for the PM-in-waiting?

Given pressures on the public purse, the Makerfield MP may have to look at autumn tax rises to fund his ‘new direction’ An economy rattled by a global energy shock, jittery bond markets and rising spending demands. As Andy Burnham prepares for government, the pressures on the public finances are in focus. The prospective prime minister pledged a new direction for Britain this week within two constraints: sticking to Labour’s current fiscal rules, and consistency with its 2024 manifesto. Continue reading...

More: Burnham’s funding gap: what state are UK finances in for the PM-in-waiting?. As Andy Burnham prepares for government, the pressures on the public finances are in focus. The prospective prime minister pledged a new direction for Britain this week within two constraints: sticking to Labour’s current fiscal rules, and consistency with its 2024 manifesto.
TL;DR: Given pressures on the public purse, the Makerfield MP may have to look at autumn tax rises to fund his ‘new direction’ An economy rattled by a global energy shock, jittery bond markets and rising spending demands.
Read original at Theguardian
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The Free Market Lie: Why Switzerland Has 25 Gbit Internet and America Doesn't

Stefan Schüller included in categories Opinion Politics Technology Fiber 2026-04-03 2026-04-11 2254 words 10 minutes Contents You may have heard about 25 Gbit symmetrical intern…

More: The Free Market Lie: Why Switzerland Has 25 Gbit Internet and America Doesn't. What is the fundamental difference between the countries that leads to such a stark difference in internet speeds and prices? This Article is also available as a video (My first): As mentioned, in Switzerland, you can get 25 Gigabit per second fiber internet to your home, symmetric and dedicated.
TL;DR: However, did you ever wonder why Switzerland has such fast internet at a reasonable price while the United States and other countries like Switzerland’s neighbor Germany are falling behind?
Read original at Stefan
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Revolut and Monzo should heed Atom Bank’s not-so-tiny challenges

The encroachment of payments specialists on its turf makes the neobank’s life even harder

More: Revolut and Monzo should heed Atom Bank’s not-so-tiny challenges. The encroachment of payments specialists on its turf makes the neobank’s life even harder
TL;DR: The encroachment of payments specialists on its turf makes the neobank’s life even harder
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Albania’s flamingos meet the Trump family bulldozers

Jared Kushner and Ivanka Trump plan a luxury residential complex that locals say will threaten a natural reserve

TL;DR: Jared Kushner and Ivanka Trump plan a luxury residential complex that locals say will threaten a natural reserve
Read original at Ft
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Germany’s twin crises: football and the economy

The national squad and the country’s industry need resuscitation

More: Germany’s twin crises: football and the economy. The national squad and the country’s industry need resuscitation
TL;DR: The national squad and the country’s industry need resuscitation
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Kling Raises $2 Billion Amid Planned Spinoff From Kuaishou

Kuaishou Technology’s Kling has raised around $2 billion from investors, as the short-video company seeks to spin off and list its artificial-intelligence video unit.

TL;DR: Kuaishou Technology’s Kling has raised around $2 billion from investors, as the short-video company seeks to spin off and list its artificial-intelligence video unit.
Read original at Wsj
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

India’s Persistent Systems attempts a big acquisition

Also in this newsletter: Deutsche Bank exits India retail business

More: India’s Persistent Systems attempts a big acquisition. Also in this newsletter: Deutsche Bank exits India retail business
TL;DR: Also in this newsletter: Deutsche Bank exits India retail business
Read original at Ft
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

When does my kid get the free ‘Trump account’ money?

As the accounts start working, here are 5 things families should know about what’s next

More: When does my kid get the free ‘Trump account’ money?. As the accounts start working, here are 5 things families should know about what’s next
TL;DR: As the accounts start working, here are 5 things families should know about what’s next
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Dow scores fresh record despite tepid jobs report. Why the rest of 2026 is about workers.

“American workers are not getting a raise,” says J.P. Morgan Asset Management strategist.

More: “American workers are not getting a raise,” says J.P. Morgan Asset Management strategist.
TL;DR: “American workers are not getting a raise,” says J.P.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

5 things to know about Jersey Mike’s ahead of its IPO

Sandwich chain’s IPO filing offers details about sales gains and family compensation

More: 5 things to know about Jersey Mike’s ahead of its IPO. Sandwich chain’s IPO filing offers details about sales gains and family compensation
TL;DR: Sandwich chain’s IPO filing offers details about sales gains and family compensation
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Trump’s billion-dollar crypto haul triggers some everyday investors sitting on big losses

Millions of crypto investors around the world are sitting on losses as a painful bear market erases trillions of dollars in paper profits.

TL;DR: Millions of crypto investors around the world are sitting on losses as a painful bear market erases trillions of dollars in paper profits.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Why maxing out your 401(k) is a major financial mistake if you have credit-card and other punishing debt

Grabbing an employer match is essential, but prioritizing high-interest debt and emergency cash can bring much better near-term results.

More: Why maxing out your 401(k) is a major financial mistake if you have credit-card and other punishing debt. Grabbing an employer match is essential, but prioritizing high-interest debt and emergency cash can bring much better near-term results.
TL;DR: Grabbing an employer match is essential, but prioritizing high-interest debt and emergency cash can bring much better near-term results.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

SpaceX panic sends Verizon and AT&T shares toward their worst week in years

The two telecom companies’ stocks are having a terrible week as the threat of Starlink looms.

More: SpaceX panic sends Verizon and AT&T shares toward their worst week in years. The two telecom companies’ stocks are having a terrible week as the threat of Starlink looms.
TL;DR: The two telecom companies’ stocks are having a terrible week as the threat of Starlink looms.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Hybrids are the breakout star of the U.S. car market as EV demand fades

Hybrids aren’t a bridge to EVs anymore — instead, they’re winning on function and price.

More: Hybrids are the breakout star of the U.S. car market as EV demand fades. Hybrids aren’t a bridge to EVs anymore — instead, they’re winning on function and price.
TL;DR: Hybrids aren’t a bridge to EVs anymore — instead, they’re winning on function and price.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Trump’s real-estate licensing income in foreign countries nearly doubled – and now features Qatar and Romania

One ethics watchdog has “grave concerns about the president doing business in foreign countries.”

More: Trump’s real-estate licensing income in foreign countries nearly doubled – and now features Qatar and Romania. One ethics watchdog has “grave concerns about the president doing business in foreign countries.”
TL;DR: One ethics watchdog has “grave concerns about the president doing business in foreign countries.”
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

This Adobe analyst is going against the grain by telling investors to buy the stock

Adobe’s stock is rallying after a contrarian upgrade at HSBC.

More: This Adobe analyst is going against the grain by telling investors to buy the stock. Adobe’s stock is rallying after a contrarian upgrade at HSBC.
TL;DR: Adobe’s stock is rallying after a contrarian upgrade at HSBC.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Sandwich chain Jersey Mike’s files for IPO as Blackstone eyes windfall

Private equity group targets valuation of up to $12bn for purveyor of cheesesteaks and cold-cut heroes

More: Sandwich chain Jersey Mike’s files for IPO as Blackstone eyes windfall. Private equity group targets valuation of up to $12bn for purveyor of cheesesteaks and cold-cut heroes
TL;DR: Private equity group targets valuation of up to $12bn for purveyor of cheesesteaks and cold-cut heroes
Read original at Ft
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

The dollar’s strength is quietly risking another yen ‘carry trade’ blowup

There’s a lot riding in markets on the current yen-dollar balance.

More: The dollar’s strength is quietly risking another yen ‘carry trade’ blowup. There’s a lot riding in markets on the current yen-dollar balance.
TL;DR: There’s a lot riding in markets on the current yen-dollar balance.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Oil prices are now back to prewar levels, but the market is not. Here’s what could happen next.

Oil prices have finally fallen back to pre-Iran war levels — but the crude market is far from seeing a normalization of shipping, oil supplies and demand that such a big retreat implies.

TL;DR: Oil prices have finally fallen back to pre-Iran war levels — but the crude market is far from seeing a normalization of shipping, oil supplies and demand that such a big retreat implies.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

FCA criticises investment firms for unintelligible disclosure documents

Then £59 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device.

More: Complete digital access to quality FT journalism on any device. Essential digital access to quality FT journalism on any device. Digital access for organisations.
TL;DR: UK financial watchdog also bans ‘double-dipping’ as it pushes to improve treatment of customers
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

If you lost money on Trump crypto ventures, don’t whine

It should be no surprise the president made $1 billion on cryptocurrency deals that handed losses to so many who invested.

TL;DR: It should be no surprise the president made $1 billion on cryptocurrency deals that handed losses to so many who invested.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Palantir’s stock bounces back as analyst cheers company’s unique AI advantage

The software company’s shares have gotten off to a strong start this month following a weak run in June.

TL;DR: The software company’s shares have gotten off to a strong start this month following a weak run in June.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

How you as an investor can get ahead of the next AI investment wave

Also in Weekend Reads: Eldercare and family relationships, stock-market prospects for the second half of 2026, and how to set your summer streaming budget.

TL;DR: Also in Weekend Reads: Eldercare and family relationships, stock-market prospects for the second half of 2026, and how to set your summer streaming budget.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Read the Emails Revealing How Anthropic’s Pentagon Relationship Fell Apart

Undersecretary Emil Michael and CEO Dario Amodei went back and forth for months over safety guardrails.

More: Read the Emails Revealing How Anthropic’s Pentagon Relationship Fell Apart. Undersecretary Emil Michael and CEO Dario Amodei went back and forth for months over safety guardrails.
TL;DR: Undersecretary Emil Michael and CEO Dario Amodei went back and forth for months over safety guardrails.
Read original at Wsj
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

How to bag a bargain flight

Finance expert Laura Pomfret shares her top tips for finding cheaper flights, from spotting rare error fares to knowing the best time to book. Plus, why airline bundles aren't always the bargain they seem.

More: How to bag a bargain flight. Finance expert Laura Pomfret shares her top tips for finding cheaper flights, from spotting rare error fares to knowing the best time to book. Plus, why airline bundles aren't always the bargain they seem.
TL;DR: Finance expert Laura Pomfret shares her top tips for finding cheaper flights, from spotting rare error fares to knowing the best time to book.
Read original at Bbc
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Tesla crushes delivery estimates, giving its stock a boost

The automaker shipped off 480,126 EVs to consumers last quarter, much more than even bullish analysts projected.

TL;DR: The automaker shipped off 480,126 EVs to consumers last quarter, much more than even bullish analysts projected.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

US employers added 57,000 new jobs in June – less than what economists predicted

The country’s unemployment rate dropped slightly to 4.2% as US job growth also slowed for the month Sign up for the Breaking News US newsletter email US job growth slowed in June with employers adding 57,000 new jobs– just about half of what economists had predicted – and revised its figures from the past two months down by a total of 74,000. The country’s unemployment rate dropped slightly to 4.2%, according to the latest data from the Bureau of Labor Statistics. The bureau revised the unexpectedly high May figures from 172,000 new jobs to 129,000, and revised the April figures from 179,000 to 148,000. Continue reading...

More: US employers added 57,000 new jobs in June – less than what economists predicted. The country’s unemployment rate dropped slightly to 4.2% as US job growth also slowed for the month Sign up for the Breaking News US newsletter email US job growth slowed in June with employers adding 57,000 new jobs– just about half of what economists had predicted – and revised its figures from…
TL;DR: The bureau revised the unexpectedly high May figures from 172,000 new jobs to 129,000, and revised the April figures from 179,000 to 148,000.
Read original at Theguardian
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Blue Owl hit by $4.7bn of redemption requests as investor exodus persists

Withdrawal requests at 20 private credit funds tracked by FT totalled more than $22bn in second quarter

More: Blue Owl hit by $4.7bn of redemption requests as investor exodus persists. Withdrawal requests at 20 private credit funds tracked by FT totalled more than $22bn in second quarter
TL;DR: Withdrawal requests at 20 private credit funds tracked by FT totalled more than $22bn in second quarter
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

Sky-high funding rates spell danger. Why this technical indicator suggests investors are too bullish

The last time equity financing rates were this high was back in the depths of the global financial crisis in 2008.

More: Sky-high funding rates spell danger. Why this technical indicator suggests investors are too bullish. The last time equity financing rates were this high was back in the depths of the global financial crisis in 2008.
TL;DR: The last time equity financing rates were this high was back in the depths of the global financial crisis in 2008.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

UK car finance compensation scheme paused by tribunal

FCA programme partially suspended after challenges from lenders and consumer group

More: UK car finance compensation scheme paused by tribunal. FCA programme partially suspended after challenges from lenders and consumer group
TL;DR: FCA programme partially suspended after challenges from lenders and consumer group
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

SAP Seeks to Rein In Costs to Focus on AI Investments

SAP said it would exercise greater discipline when it comes to hiring and travel expenses as it seeks to redeploy workers in roles where they can make better use of AI.

TL;DR: SAP said it would exercise greater discipline when it comes to hiring and travel expenses as it seeks to redeploy workers in roles where they can make better use of AI.
Read original at Wsj
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Goldman Sachs to contribute $1,000 to Trump Accounts for eligible children of employees

Goldman Sachs announced a matching $1,000 contribution to the Trump Accounts of its employees' children, which equals the federal seed money provided for eligible children.

More: Brian Belski doubles down on bullish market outlook: 'We really believe it' Climbers get engaged atop Empire State Building, facing charges Stew Leonard highlights customer switch on meat to address costs GOP rep.
TL;DR: Goldman Sachs announced a matching $1,000 contribution to the Trump Accounts of its employees' children, which equals the federal seed money provided for eligible children.
Read original at Foxbusiness
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

The three factors that have finally brought the small-cap trade to life

Strategists at Goldman Sachs said the three key catalysts for the Russell 2000’s recent outperformance were the artificial-intelligence industry, a strong economic backdrop and a boost in biotechnology stocks.

TL;DR: Strategists at Goldman Sachs said the three key catalysts for the Russell 2000’s recent outperformance were the artificial-intelligence industry, a strong economic backdrop and a boost in biotechnology stocks.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Why the expected fight over the North American trade deal never kicked off

The US has confirmed it will not extend the agreement for another 16 years, but stopped short of more dramatic action.

More: Why the expected fight over the North American trade deal never kicked off. The US has confirmed it will not extend the agreement for another 16 years, but stopped short of more dramatic action.
TL;DR: The US has confirmed it will not extend the agreement for another 16 years, but stopped short of more dramatic action.
Read original at Bbc
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Yet another ‘quant tremor’ strikes systematic investors

The garbage rally roils quantitative investment strategies

More: Yet another ‘quant tremor’ strikes systematic investors. The garbage rally roils quantitative investment strategies
TL;DR: The garbage rally roils quantitative investment strategies
Read original at Ft
Further reading: NBER PapersSSRNInvestopediaWikipedia

How much will a 4th of July cookout cost this year?

We calculate the rising price of Americans’ summer staples

More: How much will a 4th of July cookout cost this year?. We calculate the rising price of Americans’ summer staples
TL;DR: We calculate the rising price of Americans’ summer staples
Read original at Economist
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Abivax Shares Continue Climbing After Biotech Firm Moves to Bolster Balance Sheet

Shares rose 5% after the biotech moved to bolster its balance sheet through an upsized stock offering, signaling investor appetite in the wake of positive clinical-trial data.

TL;DR: Shares rose 5% after the biotech moved to bolster its balance sheet through an upsized stock offering, signaling investor appetite in the wake of positive clinical-trial data.
Read original at Wsj
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Warsh’s throwaway comment injects life into the debasement trade, for one day at least

As much as new Fed Chair Kevin Warsh tried to refrain from steering markets, it looks like he did.

More: Warsh’s throwaway comment injects life into the debasement trade, for one day at least. As much as new Fed Chair Kevin Warsh tried to refrain from steering markets, it looks like he did.
TL;DR: As much as new Fed Chair Kevin Warsh tried to refrain from steering markets, it looks like he did.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

UK-US pharmaceuticals deal will divert £45bn from essential NHS services, says doctors' union

The NHS will be forced to divert around £45bn from essential services under a UK-US pharmaceuticals deal, increasing potentially preventable deaths by 229,000, analysis from a doctors' union has found.

TL;DR: The NHS will be forced to divert around £45bn from essential services under a UK-US pharmaceuticals deal, increasing potentially preventable deaths by 229,000, analysis from a doctors' union has found.
Read original at News
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

MarketFish – Simulate a market with 128 AI consumers before you launch

You signed in with another tab or window. Reload to refresh your session. You signed out in another tab or window. Reload to refresh your session. You switched accounts on another tab or window.

More: MarketFish – Simulate a market with 128 AI consumers before you launch. Reload to refresh your session. Reload to refresh your session.
TL;DR: You signed in with another tab or window.
Read original at Github
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

UK cost of living squeeze eases after record fall in diesel prices, and drop in mortgage rates – business live

Rolling coverage of the latest economic and financial news It’s not just motor fuel prices that are falling. The average cost of a fixed-rate UK mortgage dipped again yesterday, to 5.52% for both two-year and five-year loans. “June has been a far better month for drivers on the back of the announcement of a deal between the US and Iran to end the conflict. The price of oil has fallen dramatically and prices at the pumps have reflected that.” Continue reading...

More: UK cost of living squeeze eases after record fall in diesel prices, and drop in mortgage rates – business live. The average cost of a fixed-rate UK mortgage dipped again yesterday, to 5.52% for both two-year and five-year loans. The price of oil has fallen dramatically and prices at the pumps have reflected that.” Continue reading...
TL;DR: Rolling coverage of the latest economic and financial news It’s not just motor fuel prices that are falling.
Read original at Theguardian
Further reading: NBER PapersSSRNInvestopediaWikipedia

World Cup dreams shattered as StubHub tickets cancelled at last minute leaving fans stranded outside stadiums

Hundreds of fans who bought World Cup tickets on resale site StubHub say they have had them cancelled at the last minute.

More: When Sergio Enrique Alvarado Montalvo paid $1,700 (£1,300) on StubHub to surprise his father with World Cup tickets, he envisioned an unforgettable Father's Day watching Lionel Messi play. Just one day before they were set to travel to Dallas, StubHub abruptly notified Montalvo that the seller could not deliver the tickets, refusing to provide comparable replacements due to so…
TL;DR: Hundreds of fans who bought World Cup tickets on resale site StubHub say they have had them cancelled at the last minute.
Read original at Bbc
Further reading: Federal ReserveSSRNInvestopediaWikipedia

Bank of England to push ahead with plan to limit hedge fund leverage

Move to make gilt market more resilient has been criticised for potentially raising funding costs

More: Bank of England to push ahead with plan to limit hedge fund leverage. Move to make gilt market more resilient has been criticised for potentially raising funding costs
TL;DR: Move to make gilt market more resilient has been criticised for potentially raising funding costs
Read original at Ft
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

UBS to trial US banking services in push for wealthy American clients

Swiss group plans to open accounts for staff as early as December to test pricing and products

More: UBS to trial US banking services in push for wealthy American clients. Swiss group plans to open accounts for staff as early as December to test pricing and products
TL;DR: Swiss group plans to open accounts for staff as early as December to test pricing and products
Read original at Ft
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

How do we save the wilting new homes market?

Like it or not, the government will have to help developers before houses and rents become even more unaffordable

TL;DR: Like it or not, the government will have to help developers before houses and rents become even more unaffordable
Read original at Ft
Further reading: SSRNNBER PapersInvestopediaWikipedia

Digital finance could spur Eurozone integration

Stablecoins could provide a common safe asset for the bloc and boost demand for the euro and bonds

TL;DR: Stablecoins could provide a common safe asset for the bloc and boost demand for the euro and bonds
Read original at Ft
Further reading: SSRNNBER PapersKhan Academy EconomicsWikipedia

Trump promises Philadelphia gas discounts ahead of July 4, claims oil prices are 'plummeting'

President Donald Trump announced Freedom Fuel Network will lower gas prices at 25 Philadelphia area stations ahead of the Fourth of July holiday weekend.

More: Scott Presler calls for renewed push on SAVE America Act: ‘Do whatever it takes’ The World Cup is an 'amazing showcase for our country': Inter Miami owner Analyst say AI is expanding hiring, not replacing workers America's oldest hard pretzel bakery Tom Sturgis Pretzels celebrates 165 years Podcaster says ‘lunatics’ are energizing the Democratic Party Radical socialist wins De…
TL;DR: President Donald Trump announced Freedom Fuel Network will lower gas prices at 25 Philadelphia area stations ahead of the Fourth of July holiday weekend.
Read original at Foxbusiness
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Takeda, InSilico Strike AI Drug-Discovery Deal Worth Up to $600 Million

Takeda is set to pay InSilico to use its proprietary Pharma. AI platform to advance drug candidates across several therapeutic areas, according to people familiar with the matter.

More: Takeda, InSilico Strike AI Drug-Discovery Deal Worth Up to $600 Million. Takeda is set to pay InSilico to use its proprietary Pharma. AI platform to advance drug candidates across several therapeutic areas, according to people familiar with the matter.
TL;DR: Takeda is set to pay InSilico to use its proprietary Pharma.
Read original at Wsj
Further reading: NBER PapersSSRNInvestopediaWikipedia

'We had to use a food bank after university’

To play this video you need to enable JavaScript in your browser. This video can not be played Share close panel Share page Copy link About sharing Related topics Pontypridd Follow Pontypridd close p…

More: This video can not be played Share close panel Share page Copy link About sharing Related topics Pontypridd Follow Pontypridd close panel You are now following Pontypridd Updates from your News topics will appear in My News and in a collection on the News homepage .
TL;DR: Steven Crichton and his partner Kat skipped meals to make sure their children "had full lunch boxes".
Read original at Bbc
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

I needed to use a food bank after graduating - now I want to end the stigma

Steven, who now runs his own therapy business, struggled to make ends meet after graduating.

More: I needed to use a food bank after graduating - now I want to end the stigma. Steven, who now runs his own therapy business, struggled to make ends meet after graduating.
TL;DR: Steven, who now runs his own therapy business, struggled to make ends meet after graduating.
Read original at Bbc
Further reading: NBER PapersSSRNInvestopediaWikipedia

Where can I invest my kid’s ‘Trump account’ money? The Treasury Department just answered that question.

The money in “Trump accounts” has to be invested in low-cost index funds — and now parents and investors are learning which funds they can actually use.

More: Where can I invest my kid’s ‘Trump account’ money? The Treasury Department just answered that question.. The money in “Trump accounts” has to be invested in low-cost index funds — and now parents and investors are learning which funds they can actually use.
TL;DR: The money in “Trump accounts” has to be invested in low-cost index funds — and now parents and investors are learning which funds they can actually use.
Read original at Marketwatch
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

Is Meta ‘giving up’ on cutting-edge AI? Wall Street is divided over potential cloud pivot.

Meta shares popped on reports of a new cloud-computing venture, but some analysts wonder if that would signal disappointing uptake of internal AI offerings.

TL;DR: Meta shares popped on reports of a new cloud-computing venture, but some analysts wonder if that would signal disappointing uptake of internal AI offerings.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Mega takeovers drive record $2.8tn in dealmaking

Companies and investors turn to M&A as they adjust to economic shifts driven by the rise of AI

TL;DR: Companies and investors turn to M&A as they adjust to economic shifts driven by the rise of AI
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Older workers are fighting ageism by starting their own businesses — and they’re outperforming younger entrepreneurs

A business founder at age 50 is almost twice as likely to experience success as someone in their 30s.

More: Older workers are fighting ageism by starting their own businesses — and they’re outperforming younger entrepreneurs. A business founder at age 50 is almost twice as likely to experience success as someone in their 30s.
TL;DR: A business founder at age 50 is almost twice as likely to experience success as someone in their 30s.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

US blocks long-term renewal of North American trade deal

The US has declined to renew the landmark US-Mexico-Canada Agreement (USMCA) in its current form, according to a senior US official.

More: The US has declined to renew the landmark US-Mexico-Canada Agreement (USMCA) in its current form, according to a senior US official. If the countries fail to unanimously agree to renew the agreement, "it essentially sets a ten year shot lock to termination," per the official.
TL;DR: US blocks 16-year North America trade deal renewal, triggering annual rolling reviews
Read original at Bbc
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Is the U.S. jobs market getting better? June employment report to give us a heat check.

Is it getting easier to find a job? Are businesses really hiring more workers? That’s what the official data statistics tell us — but Americans aren’t so sure.

More: jobs market getting better? June employment report to give us a heat check.. That’s what the official data statistics tell us — but Americans aren’t so sure.
TL;DR: Is it getting easier to find a job?
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Trump refuses to renew US-Canada-Mexico trade pact he once championed

Trump and US officials opted to keep USMCA alive on short leash of annual reviews rather than longer term renewal Donald Trump has refused to renew the North American trade pact he once championed as his signature deal, opting instead to keep it alive on a short leash of annual reviews rather than committing to another 16 years. Wednesday was the deadline built into the United States-Mexico-Canada Agreement (USMCA) for the three countries to jointly decide its fate, which is set to expire in 2036. Continue reading...

More: Trump and US officials opted to keep USMCA alive on short leash of annual reviews rather than longer term renewal Donald Trump has refused to renew the North American trade pact he once championed as his signature deal, opting instead to keep it alive on a short leash of annual reviews rather than committing to another 16 years.
TL;DR: Trump and US officials opted to keep USMCA alive on short leash of annual reviews rather than longer term renewal Donald Trump has refused to renew the North American trade pact he once championed as his signature deal, opting instead to keep it alive on a short leash of annual reviews rather than committing to another 16 years.
Read original at Theguardian
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses

Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.

More: Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses. Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.
TL;DR: Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersKhan Academy EconomicsWikipedia

What are the main sticking points in the Trump admin's trade negotiations with Canada, Mexico?

Trump administration won't renew USMCA, plans to pursue bilateral trade deals with Canada and Mexico to address trade deficits and market access.

More: Brooke Rollins says Americans are going to ‘fall back in love’ with the country Phil Blancato on where the AI boom stands now Pfizer CEO on primary care, GLP-1 outlook and innovation timeline Mamdani's victory won't last for long, Deroy Murdock warns House Speaker Mike Johnson calls for anti-fraud measures, lower cost of living in reconciliation bill ITG CEO discusses its debu…
TL;DR: Trump administration won't renew USMCA, plans to pursue bilateral trade deals with Canada and Mexico to address trade deficits and market access.
Read original at Foxbusiness
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Stock-market bulls need Kevin Warsh on their side to keep winning, says Wall Street veteran Bob Doll

The “high-risk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments.

TL;DR: The “high-risk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Bibles, Home Alone and perfume: Six surprising ways Trump made money in 2025

Official documents show the US president made billions of dollars as he returned to the White House.

More: Bibles, Home Alone and perfume: Six surprising ways Trump made money in 2025. Official documents show the US president made billions of dollars as he returned to the White House.
TL;DR: Official documents show the US president made billions of dollars as he returned to the White House.
Read original at Bbc
Further reading: NBER PapersSSRNInvestopediaWikipedia

The World’s Top Economists Are Sounding the Alarm on AI

Several have joined the chorus of voices warning about the potential global fallout if the AI boom turns to bust.

TL;DR: Several have joined the chorus of voices warning about the potential global fallout if the AI boom turns to bust.
Read original at Wsj
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

5 charts showing how ‘dumb money’ is transforming the stock market, as retail traders smash Wall Street records

Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart.

More: 5 charts showing how ‘dumb money’ is transforming the stock market, as retail traders smash Wall Street records. Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart.
TL;DR: Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Record decline in home asking prices offers buyers an affordability boost

Home listing prices fell 2.5% in June, the deepest annual decline in at least nine years, as sellers adjust asking prices to attract buyers.

More: ITG CEO discusses its debut on the Nasdaq CEO says his fund is investing in Netflix, sees ‘risky business’ in chips iCapital chief investment strategist says to ‘expect volatility’ for the rest of 2026 Larry Kudlow: This underscores the greatness of American core values Charles Payne: Kevin Warsh is 'ready to rock and roll' Chef Robert Irvine on the evolution of the July 4 BBQ…
TL;DR: Home listing prices fell 2.5% in June, the deepest annual decline in at least nine years, as sellers adjust asking prices to attract buyers.
Read original at Foxbusiness
Further reading: InvestopediaSSRNKhan Academy EconomicsWikipedia

U.S. manufacturers keep on trucking despite a road littered with obstacles

High U.S. tariffs, war with Iran, a spike in oil prices, rising inflation — no matter. American manufacturers grew in June for the sixth month in a row to mark the longest streak in four years.

More: manufacturers keep on trucking despite a road littered with obstacles. tariffs, war with Iran, a spike in oil prices, rising inflation — no matter. American manufacturers grew in June for the sixth month in a row to mark the longest streak in four years.
TL;DR: tariffs, war with Iran, a spike in oil prices, rising inflation — no matter.
Read original at Marketwatch
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.

CEO Jensen Huang has called humanoid robots a “multitrillion-dollar economic opportunity.”

More: Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it.. CEO Jensen Huang has called humanoid robots a “multitrillion-dollar economic opportunity.”
TL;DR: CEO Jensen Huang has called humanoid robots a “multitrillion-dollar economic opportunity.”
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

14 value stocks of companies primed for rapid growth through 2028

Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth estimates for the next two years.

More: 14 value stocks of companies primed for rapid growth through 2028. Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth estimates for the next two years.
TL;DR: Value stocks tend to outperform growth stocks during periods of high inflation.
Read original at Marketwatch
Further reading: Federal ReserveNBER PapersInvestopediaWikipedia

CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud

Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models.

More: CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud. Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models.
TL;DR: Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

This is the best time ‘in a generation’ to buy space and defense stocks, analysts say

Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks.

More: This is the best time ‘in a generation’ to buy space and defense stocks, analysts say. Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks.
TL;DR: Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

Millennium and Point72 gain as hedge funds rebound from Iran war

Izzy Englander’s and Steve Cohen’s funds post double-digit returns in first half of year

More: Millennium and Point72 gain as hedge funds rebound from Iran war. Izzy Englander’s and Steve Cohen’s funds post double-digit returns in first half of year
TL;DR: Izzy Englander’s and Steve Cohen’s funds post double-digit returns in first half of year
Read original at Ft
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Only a fraction of eligible kids are signed up for ‘Trump accounts.’ All told, they could be missing out on billions of dollars in wealth.

The new account, formally called a 530A, is set to launch on the Fourth of July, but many parents say they don’t want it. Some don’t even know about it.

More: Only a fraction of eligible kids are signed up for ‘Trump accounts.’ All told, they could be missing out on billions of dollars in wealth.. The new account, formally called a 530A, is set to launch on the Fourth of July, but many parents say they don’t want it. Some don’t even know about it.
TL;DR: The new account, formally called a 530A, is set to launch on the Fourth of July, but many parents say they don’t want it.
Read original at Marketwatch
Further reading: Federal ReserveSSRNInvestopediaWikipedia

ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says

A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

More: ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says. A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.
TL;DR: A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.
Read original at Marketwatch
Further reading: InvestopediaNBER PapersKhan Academy EconomicsWikipedia

Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.

The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities.

More: Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.. The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S.
TL;DR: The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S.
Read original at Marketwatch
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

ChatGPT is ready to connect to your bank accounts. Should you let it in?

OpenAI is letting users link their bank accounts to its chatbot, but cybersecurity experts have safety concerns. Here’s what you should know.

More: OpenAI is letting users link their bank accounts to its chatbot, but cybersecurity experts have safety concerns. Here’s what you should know.
TL;DR: OpenAI is letting users link their bank accounts to its chatbot, but cybersecurity experts have safety concerns.
Read original at Marketwatch
Further reading: Federal ReserveSSRNKhan Academy EconomicsWikipedia

BofA CEO Brian Moynihan dismisses recession fears despite Wall Street's most hawkish Fed forecast

Bank of America CEO Brian Moynihan says a recession is not coming despite his firm predicting three Federal Reserve rate hikes and inflation through 2028.

More: The 'geopolitics of oil' have shifted under Trump: Sec Doug Burgum Trump's economic policies boost household income, curb inflation compared to Biden era, economists say Chime unveils new investment feature for users Chime CEO Chris Britt unveils 'Chime Invest' to bridge market divide Robinhood's Stephanie Guild explains Delta and Gamma in 'yo-yo market' Investors grapple with…
TL;DR: Bank of America CEO Brian Moynihan says a recession is not coming despite his firm predicting three Federal Reserve rate hikes and inflation through 2028.
Read original at Foxbusiness
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Turkey’s economic plan to win from the Iran war

The country is a case study in the spillovers of conflict—both positive and negative

More: Turkey’s economic plan to win from the Iran war. The country is a case study in the spillovers of conflict—both positive and negative
TL;DR: The country is a case study in the spillovers of conflict—both positive and negative
Read original at Economist
Further reading: NBER PapersSSRNInvestopediaWikipedia

Polestar banned from US market under rule targeting China-linked connected vehicles

Polestar says the Trump administration is forcing it to stop selling EVs in the U.S. starting with the 2027 model year under connected vehicle rules.

More: Polestar banned from US market under rule targeting China-linked connected vehicles. Polestar says the Trump administration is forcing it to stop selling EVs in the U.S. starting with the 2027 model year under connected vehicle rules.
TL;DR: Polestar says the Trump administration is forcing it to stop selling EVs in the U.S.
Read original at Foxbusiness
Further reading: SSRNNBER PapersInvestopediaWikipedia

Waiving sanctions on Iranian oil is a huge concession by America

Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newslet…

More: Waiving sanctions on Iranian oil is a huge concession by America. On June 22nd the Treasury Department up-ended four decades of American policy by issuing a sanctions waiver permitting the production, sale and delivery of Iranian petroleum for 60 days. The move will bring instant relief to the Iranian regime, and it could over time make Iran rich again.
TL;DR: Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newsletters Share Jun 23rd 2026 | 5 min read I RAN’S FOOTBALLERS are having an unexpectedly good World Cup.
Read original at Economist
Further reading: Federal ReserveInvestopediaKhan Academy EconomicsWikipedia

Russia’s war economy has problems—but is not about to crash

Vladimir Putin is still able to fund his aggression

More: Russia’s war economy has problems—but is not about to crash. Vladimir Putin is still able to fund his aggression
TL;DR: Vladimir Putin is still able to fund his aggression
Read original at Economist
Further reading: Federal ReserveSSRNInvestopediaWikipedia

How to turn compute into a financial asset

Entrepreneurs, exchange operators and AI firms are creating tradable instruments backed by processing power

More: How to turn compute into a financial asset. Entrepreneurs, exchange operators and AI firms are creating tradable instruments backed by processing power
TL;DR: Entrepreneurs, exchange operators and AI firms are creating tradable instruments backed by processing power
Read original at Economist
Further reading: NBER PapersSSRNKhan Academy EconomicsWikipedia

Coca-Cola takes its fight with the IRS to federal appeals court with $20B on the line

Coca-Cola takes its transfer pricing tax dispute with the IRS to a federal appeals court in Miami, with an estimated $20 billion in taxes at stake.

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TL;DR: Coca-Cola takes its transfer pricing tax dispute with the IRS to a federal appeals court in Miami, with an estimated $20 billion in taxes at stake.
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